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daily 03/29/2015

    • Saved views are a way to get a different perspective on your pipeline. This becomes especially useful as you have more and more boxes in your pipeline and don’t need to see them all at the same time. By using a combination of filtering, sorting and grouping settings you can see your pipeline in entirely new ways.
    • You can also choose to show one or more Saved Views directly in your inbox which lets you see relevant, high priority boxes automatically without having to go to your pipeline.
    • . A box is simply a container for all the information about a particular client or candidate.
    • Freshness – an indicator of how long ago a box was updated, relative to the other boxes in your pipeline.
    • Date of Next Reminder – the date the next active reminder is set for. Usually used for deadlines or to determine what things you’re waiting on.
    • Summary – the condensed form of Comment, Email, File, and Reminder Counts. Extremely helpful at a glance, but isn’t useable in a saved view
    • Streak CRM calls individual companies “boxes”, with various contacts and activities in that box. To set up a box for an existing email in your inbox, simply tag it:

Posted from Diigo. The rest of my favorite links are here.

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