All Collections
Use Cases
AE Use Cases
A Better Way: Zero Board for Outdated Next Steps
A Better Way: Zero Board for Outdated Next Steps
Vanessa Faircloth avatar
Written by Vanessa Faircloth
Updated over a week ago

Are you a fan of Zero Boards for prioritizing your day and staying on track? So are we!

If this is your first experience with a Zero Board, think of it as a focused list of items that need your attention and the goal is to finish the tasks and have zero left up on the board

  1. Create a new Grid and call it Next Steps Zero Board

  2. Go to Filters and set the following Filter:

    1. Next Step Date is less than or equal to Today

  3. Update your Next Step Date for your opportunities until you have nothing in this Zero Board

πŸŽ‰ This will create that actionable grid that prioritizes only the Next Steps that are overdue.

Check out this Better Way video for Zero Boards!

Book a Complimentary 1:1 with a member of our User Delight team today!

Related Articles:

  • Questions? Chat with us in the corner through WISH or email us at [email protected]

  • Ready to make your sales team happy? Talk to sales or learn how to purchase Scratchpad here.

Did this answer your question?