Organizing Tasks in

    We use (SFDC) religiously at M5 Networks.  In fact, we even created M5Connect which allows our phones to integrate with SFDC for click to dial, screen pops, etc.  I have created my own system - utilizing the wrap codes our connector creates and the tasks in SFDC so at a glance I can see what has happened with a particular lead.  I always put the state on the task if it is not in my time zone, and I use terms like "Call" if I have not left a message, "Call" if have not heard from the lead after I left a voicemail, and "Check back in" if we have spoken.  I came across this article (Organized Tasking for High Outblound Inside Sales Activity) from AG Salesworks on Twitter that provides some new ideas to organizing tasks in

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