Scott, the methodology you describe above can easily be setup in Ecco Pro using the Phonebook as your Home Folder. I would create a contact for each Sales Lead and then below each contact enter data as follow:Originally Posted by Scott716
Discuss Proposal with Mike
Things I need to cover before calling Mike
Outcome of Call
Send Sales Proposal
Follow-Up with Mike regarding Proposal
To the right of the Sales Contacts Name are Folders such as Date Of Entry, Type, IMP Dates, Clients, Keyword, Delegated.
I have prototyped this methodology and can send it your way, if you'd like to review it. You can monitor everything in the Phonebook view or the Calendar View using the Tickler Section. Also the Phonebook has a more powerful Search engine than what is available for the other Notepads in Ecco Pro. Under the Type Column, which is a Pop-up folder I have entered @Call-Sales, @Proposals and @Follow-UP. You can then Search on this field using the Value in the Type Folder that you want to Filter on. Makes it very easy to get a snapshot or focused view based on your template.
This is just the beginning of what can be done with Ecco Pro and just scratches the surface of what a Final Sales related Template would look like using GTD as the model and Ecco Pro as the engine.