問題文
A rep at a logistics company keeps losing deals because follow-ups slip through the cracks after a good first call. The manager wants a lightweight way to make sure the next action is not forgotten. What is the simplest fit?
選択肢
- Convert the opportunity into a lead again so the follow-up starts over from the beginning, and this is the case in every org regardless of how it is configured.
- Delete the opportunity and recreate it after the follow-up, to keep the list clean.
- Set the opportunity amount to zero until the follow-up is done, as a way to flag it.
- Create a task with a due date for the next follow-up so it appears on the rep's list and as a reminder when it is due.