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Best work-flow for Sales job?

New Member
Posts: 8
Country: USA

Best work-flow for Sales job?



I am quite new to Act (just use for about less than 1 month) and I am currently using Act 2010.

My job is Account Manager and I have both Companies and Contact (attached to Comapny) to manage.


I would like to know what is the best way to manage my profile from A-Z (from Cold-call to sign the contract)?

For example, I have heard about a company, then I make a cold call, send email, make meeting schedule but again, how I have an overview of what I have done after, let say, 2 weeks time? And how I can follow-up a certain lead?


Your helps are greatly appreciated.