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