I'm new to the system and am looking for a way to get a standardized workflow going.

Dennis Francis
Dennis Francis Posts: 1
edited May 13 in Sales CRM #1

I'm new to the system and am looking for a way to get a standardized workflow going. I've got 500 prospects in my list that I imported but now I'm having trouble figuring out how this thing is set up. My brain is not synching up with the way the process works. So now I'm frustrated. How do I get through the mental roadblock? Anyone have a workflow that keeps them consistent?

All I want to do is log on, go through my list, call companies to verify their information, send out an invitation email and or sent them snail mail. I want to be able to input new data based on updated changes and tag them as cold call, warm prospect or customer. My ADHD is kicking in and I need to have a consistent workflow to keep me on task. 

Anyone with a working sales process who understands what I'm going through?

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