What’s The Best Way To Create An End-Of-The-Month To-Do List?
- By creating a saved filter of contacts who haven’t been followed up with recently.
- By creating a saved filter of contacts who have multiple deals associated with them.
- By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they’re worth.
- By using the Deal Board to see how many deals are near the end of your sales process.
