This document discusses how to stay on top of open opportunities in a CRM or sales tracking system. It recommends that users carefully monitor opportunities that will soon expire, and provides tips on how to filter the view of open opportunities to prioritize the most important ones. The document also suggests customizing opportunity settings and using features like tasks, stages, and due dates to ensure no opportunities become overdue.
7. See all of your open
opportunities that are soon
about to expire.
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8. Here are all of your open
opportunities that close within a
couple of days. If you schedule
activities and make sure they’re in
the right stage, you will be on top
of all of them.
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Click the opportunity
name to get more details
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Click here to get to
the account view
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Search
company on
LinkedIn
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See future tasks
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Edit stage
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Change
close date
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Fill in next step
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Add or edit the
description
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See old activities
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Add tasks, log calls,
or book meetings
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Add more fields here
20. Time to filter and prioritize which
opportunities you want to see in Brisk.
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Go to options to modify the
list to your needs.
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How proactive do
you want to be?
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If they’re really old, you
probably don’t want to
see them at all
24. To focus better, hide
opportunities that
you just acted on
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25. If you’re not using tasks,
ignore the recently
modified ones
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