According to the training, What’s the best way to create an end-of-the-month to-do list?
- By creating a custom view of contacts who haven’t been followed up with recently.
- By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they’re worth.
- By creating a custom view of contacts who have multiple deals associated with them.
- By using the Deal Board to see how many deals are near the end of your sales process.