Whatâs the best way to create an end-of-the-month to-do list?
Below is the answer and explanation for whatâs the best way to create an end-of-the-month to-do list?
Whatâs the best way to create an end-of-the-month to-do list?
- By creating a saved filter of contacts who havenât 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 theyâre worth. â
- By using the deal board to see how many deals are near the end of your sales process.
Correct answer
By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount theyâre worth. â
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