What’s the best way to create an end-of-the-month to-do list?

–What’s the best way to create an end-of-the-month to-do list?– –By creating a saved filter of contacts who haven’t been followed up with recently.– –By creating a saved filter of contacts who have multiple deals associated with them.– –By using the Deal Forecast to view the deals that are closest to closing and sorting them … Read more