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Creating your "To Do" list
Creating your "To Do" list

To stay organized & feel accomplished, you can now "check off" a lead that you have taken action on to stay organized.

Philip Schweizer avatar
Written by Philip Schweizer
Updated over 2 years ago

Watch the Video Overview!

Leads who are showing strong interest in your business, deserve your sales team's attention.

Imagine these lead's are kind of creating "client-driven to do's" - aren't they? They would you like you to assist them in taking a decision to do business with you.

To stay organized and feel accomplished, you can now "check off" a lead that you have taken action on using the check box on the right side, and collect action points at the same time.

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