hello all, as of recently I thought i was very organised with my pipelines and deals but it has dawned on me im completely overrun with my deal section. i need to get organised.
Does anyone have any suggestions on the way they organise huge amounts of data and deals coming in?
how i work is when cold calling businesses - I pass the business card to my PA who uploads a new deal in a pipeline along with a follow-up but i now have so many Id like to follow up with the automatically until i get a response instead of manually chasing 200+ people day to day
I also have different pipeline for email campaigns but due to the number of deals i cant multisend 100+ emails even trying to cut it down within the limit if i have over 100 in one pipeline section i cant find a way to send them
any suggestions welcome, thanks in advance