Free Sales Task Checklist Template
Sales Task Checklist
Prepared By: [Your Name]
|
Task Description |
Priority |
Deadline |
Status |
Assigned To |
|---|---|---|---|---|
|
Follow up with leads from last week |
High |
Jan 10, 2050 |
|
Jonatan Farrell |
|
Conduct demo for prospect A |
Medium |
Jan 12, 2050 |
|
Elisa West |
|
Update CRM with new contact information |
Low |
Jan 09, 2050 |
|
Jonatan Farrell |
|
Review and respond to client queries |
High |
Jan 09, 2050 |
|
Elisa West |
|
Finalize contract terms with client B |
High |
Jan 15, 2050 |
|
Duane Wiza |
|
Prepare sales presentation for an upcoming pitch |
Medium |
Jan 14, 2050 |
|
Jonatan Farrell |
|
Attend team meetings to review targets |
Low |
Jan 10, 2050 |
|
Team |
|
Evaluate sales performance from last quarter |
Medium |
Jan 13, 2050 |
|
Elisa West |
