You can create a filter that will give you a list view of your recently contacted records. Leads or contacts will be more likely to close a deal with frequent communication because you stay top-of-mind.
Click here for a video tutorial.
You can create a filter that will give you a list view of your recently contacted records. Leads or contacts will be more likely to close a deal with frequent communication because you stay top-of-mind.
Click here for a video tutorial.