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Eisenhower matrix labels

Problem: Structuring your to-do list isn't always as cut and dry as prioritizing different tasks. Sometimes you need a little help figuring out how you're going to accomplish your tasks. Here, we...

Case priority matrix

Problem: Developers have a case queue of bugs and future improvements for both their applications and internal systems. These cases can be logged from customers or other internal employees. The...

Account priority value scoring conditions-1

Problem: The marketing team wants to find a better way to hand off accounts to sales. They currently use Salesforce's native rating scale based on the accounts' latest activity, but they would still...

Lead priority matrix

Problem: A good sales team has a constant funnel of leads, but not all of them are qualified. The VP of Sales wants to prioritize incoming leads based on the company size and the lead source as that...

Task priority matrix

Problem: The sales team has a lot of different follow up tasks they need to complete, but they aren't sure how to prioritize their time. 

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