Home
Do you review and update CRM?
  v3.0 Posted at 7/08/2020 11:38 AM by Penny Walker

​You should review your current open opportunities in CRM:

  1. Update open opportunities as necessary, ensuring the status (warm, cold, hot) is accurate, as well as the deal value, and the contact information
  2. Close any opportunities that need to be closed either won or lost
  3. Follow up with any open opportunities that were not part of your followupthen email block

​You should add new opportunities:

After initial phone calls with new opportunities, put them into CRM making sure that:

  1. All client contact data is accurate
  2. All company information is accurate
  3. Deal Value is accurate
  4. Purchase timeline is accurate
  5. Notes on the deal are up to date
  6. The deal is in the correct 

Related rules

    Do you feel this rule needs an update?

    If you want to be notified when this rule is updated, please enter your email address:

    Comments: