What’s the best way to create an end-of-the-month to-do list? [UPDATED]

What’s the best way to create an end-of-the-month to-do list? Question/Answer & Solution

  • 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.
  • Correct Answer : 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.

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