Do reps work from lists, tasks, contacts or companies? Or something else?SOLVE
This may seem like a silly question, but I will ask anyway. What screen do most outbound sales reps work from? I don't think the tasks screen is very useful because there is no way of prioritising tasks.
I think working from a filtered view of contacts or companies would be best, or else creating a list.
But then, I need to organise follow up call lists (because I don't want to use tasks because unimportant tasks could drown out very important tasks).
I considered queues, but putting tasks into queues is a clunky process that cannot be done from all areas.
I don't know the best way to prioritise my calls after I have contacted them. Could anyone offer advice please?
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