- 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.
Subscribe to our mailing list and get interesting stuff and updates to your email inbox.