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.