Stay Organized Using “Next Task”

Everyday at PipelineDeals we talk to a wide-variety of salespersons. We talk to one-person companies selling one product in one industry in one region of the country. We also talk to multi-layered sales organizations juggling thousands of leads across multiple regions, industries and product types. One common theme we hear amongst all of our salespersons – you must be organized to succeed in today’s sales environment.

We couldn’t agree more. In fact, PipelineDeals roots as a bootstrapped sales CRM came from a fundamental problem that our co-founders experienced at their ecommerce consultancy. They needed to stay organized with their sales.

To help stay organized and improve workflow in PipelineDeals, PipelineDeals Pros use the “Next Task” and “Next Task Due” columns on the Deal and People tabs to strategically plan their days. To use this feature, navigate to the Deals or People tab and add the “Next Task” and “Next Task Due” columns to your view. Next, click on Advanced filtering so you can intelligently filter on the most important upcoming tasks in your pipeline.

Analyzing your upcoming todo’s in context to their value, status, and stage in the pipeline is critical to scheduling your time. To illustrate – imagine you have several upcoming todo’s for several deals in the upcoming week. All your deals have some value, but some deals are more valuable than others. Moreover, some deals may have more urgency. How do you choose the most important tasks to tackle first?

With the “Next Task” and “Next Task Due” columns in the Deal list view, you can quickly drill down on urgent tasks for your most valuable deals. Want to know tasks for your deals that are in limbo? No problem! Use filters to drill down on urgent deals that could die if you don’t take direct action.

Also, we want to know how you stay organized. Contact us at customercare@pipelinedeals.com with your tips for how you stay organized with PipelineDeals!