• This topic has 2 replies, 2 voices, and was last updated 11 months ago by Justin Brebner.
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  • Oct 13, 2023 #9515967
    How do you Keep Track of Prospecting Activity?
    Justin Brebner
    Participant
    Oct 13, 2023

    Hi everyone, new to the community here. Wondering if anyone had any software ideas or innovative easy ways to keep track of prospecting activity  before they become an account in CRM, so that im  in control of my Cadence.

    I have so many prospect I’m targeting and don’t want to forget the call or followup.

     

    Thanks

     

    Justin

    Oct 14, 2023 #9515969
    Will Barron
    Keymaster
    Oct 14, 2023
    Will Barron Oct 14, 2023

    Hey Justin, can you not add an additional column/function in your CRM for “potential leads”?

    Potential leads > In cadence > Qualified > Proposal > Won > Lost

    Oct 16, 2023 #9516043
    Justin Brebner
    Participant
    Oct 16, 2023
    Justin Brebner Oct 16, 2023

     

    Ill have a look and see.

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