Making phone calls and putting in information quickly
This should be simple, but I can't quite figure it out.
I am getting someone to make calls for me on a list that has contact name, phone numbers but no e-mails.
The person making the phone calls decides if the company she is calling is a viable prospect for our services or is not a viable candidate.
If they are a viable candidate, I need to filter those companies and deliver a package to them. I have defined this as a "task" but it doesn't appear that I can quickly add this.
I think there should be a very simple check box/drop menu to be able to filter.