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Prospect Management
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09-22-2008 11:13 AM
I am hoping to better organize prospects for dogged pursuit. I envision an electronic white board with a list of names that I can easily access in order to ensure that I remember a particular group of hopeful clients.
I have a large territory and its hard to use the event function to adequately manage the prospects. How do I add visibility to a "hot list" of folks I really want as customers?
Thank you.
Re: Prospect Management
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09-22-2008 05:56 PM
One way to do this would be to use the tagging feature that's included with Salesforce.com
Jotham Fisher-Smith, President | Surfwriter Cloud Computing | Salesforce Consultants | Registered Salesforce Consulting Partners![]()
Re: Prospect Management
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09-23-2008 08:28 AM
thank you for the help...I will give it a try...

