Features

To-Do List

In today’s sales world with changing products, competitors and technologies, we have an assortment of actions in business and at home. Sometimes we lose what’s most important for getting sales accomplished. Actions flit through our minds. We scribble on pads and creativity is lost. So … now you have a to-do list just for sales.

Create Actions for Prospects at Any Stage

All you have to do is fold down a prospect at any stage and record a to-do with a date. In an easy to see list, view all actions to do for any prospect at any stage. You may add new ones or edit existing ones. Let your mind think of new ways to WOW prospects. Record it. Put a date on it. And forget it. You’ll be reminded later.

See Your Entire To-Do List

Want to see your entire list of to-do actions? It’s easy. Just click on the to-do list icon under tools in the left margin. All your to-dos instantly appear. Want to see them sorted by company, or prospects first or last name. Easy. Just click on the header you want to sort by. Click again to reverse the order. This is especially useful if you need to focus on all to-dos for pending quotes in your sales-in-progress stage.

See Today’s To-Dos On the Dashboard

Get up in the morning and log into Salesactivities.com. And, there for viewing are your sales to-do actions scheduled for today. Convenient and quick. You can immediately focus on important activities that lead to goal achievement. Nothing gets lost if you record it. It’s always there to remind you what to do next to positively affect reaching your sales goal.