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Visitor
manderson
Posts: 4

Prospect Management

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.
 
Regular Contributor
Surfwriter.com
Posts: 17

Re: Prospect Management

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

Visitor
manderson
Posts: 4

Re: Prospect Management

thank you for the help...I will give it a try...