You may or may not think of all of these, so it serves as a useful checklist at minimum, even for the highly experienced sales professional. It also recomputes the sales forecast automatically each time you reforecast a sales project. If the picture of the Sales Forecast screens below takes too much time, you can scroll down and continue with the text, and see the picture later. Many actions need to be taken to ensure the success of a sales project. And sales professionals handle many sales projects at the same time.
Sales managers handle even more.
To help you, SalesWizard includes a sales project manager called Action Manager. You do not have to use it if you are more comfortable with another tool for this purpose. You can also track scheduled appointments or meetings. You can set up several reminders before the completion date. You can also set up weekly, monthly or annual repetitive actions.