Get Shift Done: Tips and Tricks
One under-used feature of Evernote is templates. Here’s a way you can use a template, complete with checkboxes, to make sure your sales team uses the correct workflow when ‘closing’ a customer. By assuring nothing is missed, you’ll avoid both the time and frustration of having to go back for items that slipped through the cracks.
First, let’s get set up:
1. Create a new notebook in Evernote. Call it Templates.