Lesson 101 · Sell with BuildBetter
Who should I reach out to next?
Choose your next prospect with context.
You’ll be able to
- Review your next prospects
- Read the research and contact context
- Choose an approach deliberately
Transcript
You can now choose your next prospect with the context in front of you.
Open Accounts and choose Prospects.
Search by person, title or company. Use Kind to narrow the list.
Found for you holds suggestions for review. Add keeps one; Skip passes on it.
Open a prospect and read Why. Research holds the work already written about the company.
People shows who you are reaching. Check Reach for the contact details you have.
Read the saved Plan before deciding on your next approach.
When the conversation becomes an opportunity, Make it a deal is the next step to review.
Next up, choose which Sales settings belong to you and your team.
