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Manage your Sales Calls with Gtdagenda


Overview

If you work in sales, or if your work requires you to contact a lot of people, you can use Gtdagenda to monitor the number of new business sales calls you make. This tutorial will show how you can use Gtdagenda's features for this purpose.

You will need at least 3 spare contexts, 1 spare goal and 1 spare project in your Gtdagenda account. If you don't have, you can upgrade your account now.
Step-by-step instructions:

• Create a new goal: "Sales Calls". We will keep all activity under this goal.
• Create a new project for the current week, for example: "May 19 2013 - May 25 2013". We will organize the calls on a weekly basis.
• Create 3 new contexts, for each possible call outcome: "Not Contacted Yet", "Contact Success" and "Contact Fail".
• Add each contact, including name, organization and phone/email information as a task under current week's project, also associating it with one of the 3 contexts that best describes its status.
• Update the task's context as needed.
• Or, use the Gtdagenda Selltool to automate all of the steps above.


Detailed instructions:

1) Create a new goal: "Sales Calls". We will keep all activity under this goal.



2) Create a new project for the current week, for example: "May 19 2013 - May 25 2013". We will organize the calls on a weekly basis.



3) Create 3 new contexts, for each possible call outcome: "Not Contacted Yet", "Contact Success" and "Contact Fail".



4) Add each contact, including name, organization and phone/email information as a task under current week's project, also associating it with one of the 3 contexts that best describes its status.



5) Update the task's context as needed.



6) Use the Gtdagenda Selltool to automate all of the steps above. This tool lists your contacts in a simple Excel-like format, and also lets you introduce and edit them quickly. Click to enlarge:



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