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Sales Qualification Checklist

A checklist template, often referred to as a ‘to-do list’, in order to manage tasks or items that need to be completed before a specific date or time. It is a helpful way to keep events and activities organized within a time-frame so that they are accomplished in a helpful way so that everything planned may be completed without forgetting an appointment, task, or chore. Create by filling-in online or handwriting after selecting one of the checklists to print.

To use your checklist, simply work your way through it in order, dealing with the A priority tasks first, then the Bs, then the Cs, and so on. As you complete tasks, tick them off or strike them through.

Although using a paper checklist is an easy way to get started, software-based approaches can be more efficient in spite of the learning curve. These can remind you of events or tasks that will soon be overdue, they can also be synchronized with your phone or email, and they can be shared with others on your team, if you’re collaborating on a project.

There are many time management software programs available. At a simple level, you can use MSWord or MSExcel to manage your lists. Some versions of Microsoft Outlook, and other email services such as Gmail, have task lists as standard features. Remember the Milk is another popular online task management tool that will sync with your smartphone, PDA, or email account. It can even show you where your tasks are on a map.

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