What’s one task you still do outside your CRM because it’s easier that way?
Spreadsheets, WhatsApp, sticky notes—what do you keep going back to, and what makes it work better for you?
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Spreadsheets, WhatsApp, sticky notes—what do you keep going back to, and what makes it work better for you?
When a prospect says, "We're interested, but reach out next quarter,” where do you put them?
Keeping the deal open could make the active pipeline look bigger than it really is. Closing it as lost feels inaccurate when timing is the only issue.
Do you use a separate nurture stage, close the deal and set a task, or something else?
Also curious about what happens when that reminder comes due. Does the original rep still own the follow-up?