Leads to focus on

Feb 12, 20150 likes529 views

The document discusses how to focus on important leads by keeping them in a special list. It recommends filtering the list to only include leads of a certain status, such as those that have not been recently modified or where tasks have not been scheduled. This makes it easier to handle the most important leads that need immediate attention. The solution is to customize a lead list in the CRM tool to prioritize the leads that are most crucial to the user.

Leads to focus on
KEEP THE IMPORTANT ONES CLOSE AT HAND.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Every day you need to handle
people outside your primary focus.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

You surely have some leads that
are extra important to you.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Keep the response time low or
help your customers fast – keep
them somewhere special.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
LET US PRESENT:
Leads to focus on

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Fold out a lead to
get details

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See and change
the lead status
from Brisk

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click on the email to
send a mail, or use
the phone number to
give them a call

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add tasks, log calls
or book meetings

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click here to get
more details

You can edit basic
information
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Search lead
on LinkedIn
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Change the
lead status
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Add or edit the
description
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

See your activity feed
WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Add tasks, log calls,
or book meetings
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Convert the lead or
open it in Salesforce
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Add more ﬁelds here
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Which leads do you want to keep in the list?
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Go to options to modify the list to
your needs.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
You need to decide which
status to focus on.

To focus better,
hide leads that you
just acted on
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

If you’re not using tasks,
ignore the recently
modiﬁed leads
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
If you’re not using tasks,
ignore the recently
modiﬁed leads

If you’ve scheduled
something, you’re
probably on top of it
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Which ones are the most
important to you?

Which ones are the most
important to you?
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

This will make it much easier for you
to handle your most important leads.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO

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Leads to focus on

1. Leads to focus on KEEP THE IMPORTANT ONES CLOSE AT HAND. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

2. Every day you need to handle people outside your primary focus. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

3. You surely have some leads that are extra important to you. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

4. Keep the response time low or help your customers fast – keep them somewhere special. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

5. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS LET US PRESENT: Leads to focus on

6. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Fold out a lead to get details

7. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS See and change the lead status from Brisk

8. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click on the email to send a mail, or use the phone number to give them a call

9. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Add tasks, log calls or book meetings

10. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click here to get more details

11. You can edit basic information WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

12. Search lead on LinkedIn WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

13. Change the lead status WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

14. Add or edit the description WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

15. See your activity feed WELCOME • THE ISSUE • THE SOLUTION • OPTIONSWELCOME • THE ISSUE • THE SOLUTION • OPTIONS

16. Add tasks, log calls, or book meetings WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

17. Convert the lead or open it in Salesforce WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

18. Add more ﬁelds here WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

19. Which leads do you want to keep in the list? WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

20. Go to options to modify the list to your needs. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

21. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS You need to decide which status to focus on.

22. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS You need to decide which status to focus on.

23. To focus better, hide leads that you just acted on WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

24. To focus better, hide leads that you just acted on WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

25. If you’re not using tasks, ignore the recently modiﬁed leads WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

26. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS If you’re not using tasks, ignore the recently modiﬁed leads

27. If you’ve scheduled something, you’re probably on top of it WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

28. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Which ones are the most important to you?

29. Which ones are the most important to you? WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

30. This will make it much easier for you to handle your most important leads. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

31. FOR SALESFORCE.COM FOLLOW US ON SOCIAL MEDIA OR VISIT OUR WEBSITE BRISK.IO

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