Stage 1e: Finding the Work - Using Tasks for CRM

This step covers your ability to use Grid View and Tasks to make progress on your business development Projects. 

  • Assigning tasks individually or in bulk
  • Make appointments
  • Keep track of your business development relationships

The following articles will show you how to apply the topics covered in this video to your own work:

Learn more about Stage 1: Finding the Work in these additional articles:

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