Next action date column
Next action date column
Is it possible to organize my leads by next action date? Basically, I have a CRM that is a phone book. If I am working with hundreds of people on projects spanning years I need to be able to organize them by what needs to happen next. I know there are email alerts (and I'm a paying member) but the whole point of a CRM is that everything happens in the CRM. Is this in the works? Did I completely miss something?