First thing’s first.
Salespeople are often flooded with things to do, which often leads to a list of activities too long to handle. A way to get your tasks in order is to prioritize – do the first things first. What this means is that open tasks will just sit in a long list of nothing of it’s not kept nice and tidy.
A simple solution for this is to create a custom field on your activities called “Priority” where options include 1, 2, and 3 – or something alike. To do this, head to the settings panel (the cogwheels in the top right corner of your screen while logged in) -> CRM -> Fields -> Activities -> Add Field.
Select “Add Field,” then choose the multi-option type, name it, and then label the priorities as you wish. See image below.
Then head back to your activity list, hit the cogwheel at the top right corner of your list and add your priority field to be shown as a column. It will now appear in the list itself making it possible for you to sort by priority. This will help you clean up a watered-down list of to-dos.