1. Leads to focus on
KEEP THE IMPORTANT ONES CLOSE AT HAND.
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2. Every day you need to handle
people outside your primary focus.
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3. You surely have some leads that
are extra important to you.
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4. Keep the response time low or
help your customers fast – keep
them somewhere special.
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5. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
LET US PRESENT:
Leads to focus on

6. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Fold out a lead to
get details

7. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See and change
the lead status
from Brisk

8. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click on the email to
send a mail, or use
the phone number to
give them a call

9. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add tasks, log calls
or book meetings

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Click here to get
more details

11. You can edit basic
information
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12. Search lead
on LinkedIn
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13. Change the
lead status
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14. Add or edit the
description
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15. See your activity feed
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16. Add tasks, log calls,
or book meetings
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17. Convert the lead or
open it in Salesforce
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18. Add more fields here
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19. Which leads do you want to keep in the list?
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20. Go to options to modify the list to
your needs.
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21. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
You need to decide which
status to focus on.

22. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
You need to decide which
status to focus on.

23. To focus better,
hide leads that you
just acted on
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24. To focus better,
hide leads that you
just acted on
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25. If you’re not using tasks,
ignore the recently
modified leads
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26. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
If you’re not using tasks,
ignore the recently
modified leads

27. If you’ve scheduled
something, you’re
probably on top of it
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28. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Which ones are the most
important to you?

29. Which ones are the most
important to you?
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30. This will make it much easier for you
to handle your most important leads.
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31. FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO