From the Manager

Let's Get Our Forecast In Order

Hey Strollr Sales Reps!

This year we're trying something different. I've heard time and time again that reps are too bogged down in process and paperwork to actually close business. To get this done, we're launching this Coda doc to all of our reps to simply track their yearly forecast with their managers. No complex CRMs, no powerpoint presentations - just one place where you can keep your numbers updated and get your close plans created.

Instructions

⁠

All Deals⁠

- everything you're working on for the year

⁠

Deal Board⁠

- a quick view of your forecast and commitments by deal stage and close date

The Deals by Quarter folder is where you can track your quarterly deals, close plans, and the meetings you're having with prospects

Happy hunting!

-Felix Marlin

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