Sales Task Management & Deadline Tracking Template

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Utilize this template to manage your sales tasks and deadlines with ease. By using Priority Matrix, sales reps can quickly visualize and allocate their time to the most pressing tasks, ensuring no deadlines are missed.

Effective time management reduces the stress of juggling multiple deals and ensures that every prospect gets the attention it requires within the stipulated timeframe. Stay organized and on top of your sales game with this comprehensive task management tool.

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Sales Task Management & Deadline Tracking for Priority Matrix

Sales Task Management & Deadline Tracking in Priority Matrix

Manage your sales tasks and deadlines effectively to ensure timely follow-ups and proposals.

You can start using Sales Task Management & Deadline Tracking or other Sales Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Critical & Immediate

  • Task 1 due in 1 day
    ☐ Follow up on lead 1 ☐ Send proposal to lead 2 ☐ Prepare for demo with lead 3
  • Task 2 due in 3 days
    ☐ Train on new product features ☐ Update CRM with latest lead interactions
  • Task 5 due in 3 weeks
    ☐ Send follow-up emails to leads ☐ Update sales pipeline
  • Task 18 due in 26 weeks
    ☐ Perform half-yearly review of sales targets ☐ Adjust sales strategy if necessary

Important, Not Urgent

  • Task 3 due in 1 week
    ☐ Prepare quarterly sales report ☐ Attend sales strategy meeting
  • Task 4 due in 2 weeks
    ☐ Plan for upcoming sales event ☐ Coordinate with marketing for promotional materials
  • Task 8 due in 6 weeks
    ☐ Review sales goals ☐ Plan for achieving next quarter's targets
  • Task 9 due in 2 months
    ☐ Prepare for annual sales review ☐ Compile data for presentation
  • Task 13 due in 4 months
    ☐ Conduct team performance review ☐ Identify areas for training
  • Task 15 due in 5 months
    ☐ Plan for end-of-year sales push ☐ Coordinate with marketing for campaigns
  • Task 19 due in 7 months
    ☐ Prepare for product launch ☐ Coordinate with marketing for launch campaigns

Not Important, But Urgent

  • Task 6 due in 1 month
    ☐ Attend product development meeting ☐ Provide feedback on product features
  • Task 7 due in 5 weeks
    ☐ Review and update sales scripts ☐ Conduct role-play sessions with team
  • Task 10 due in 10 weeks
    ☐ Conduct customer feedback survey ☐ Analyze survey results
  • Task 14 due in 18 weeks
    ☐ Update product knowledge ☐ Attend product training
  • Task 17 due in 6 months
    ☐ Conduct sales training for new hires ☐ Update sales playbook

Not Important, Not Urgent

  • Task 11 due in 3 months
    ☐ Attend industry conference ☐ Network with potential leads
  • Task 12 due in 14 weeks
    ☐ Perform competitor analysis ☐ Identify opportunities for improvement
  • Task 16 due in 22 weeks
    ☐ Review customer complaints ☐ Develop plan for improvement
  • Task 20 due in 30 weeks
    ☐ Perform market research ☐ Identify new sales opportunities