THE PROBLEM: It's hard to ensure your sales people are organized and follow up lists and activities are centralized in one place.

WHY YOU SHOULD CARE: Building out specific lists for different purposes helps keeps sales laser focused on their goals.

 

HOW TO START: 

STEP 1: VISUALIZE - Use the Smart List functionality to create the perfect view of your lead data.

  • Navigate to your Lead list and begin adding fields and filtering your data. 

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STEP 2: CUSTOMIZE - Once you’ve done this, you can save and title your smart list and create multiple smart lists for different purposes

  •  Here's how you can toggle between smart lists in your Lead Working Center 

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Impact: Track follow up progress so you can see how many leads are converting to real opportunities to determine if adjustments need to be made for customer acquisition. 

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