What’s The Best Way To Create An End-Of-The-Month To-Do List?

Get 100% Correct And Trustable answer for this Question: 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.

Answer for this Question

By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they’re worth.

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