Suggested tags for organisation_

Organise and group tasks and conversations using your own tags, for example:

  • Lead 
  • Client
  • Upsell
  • Renewal
  • Close
  • BusinessDevelopment
  • AccountManagement
  • Product 
  • Service 
  • Pipeline 
  • Opportunity 
  • Research 
  • Pricing
  • Targets
  • Strategy
  • Calls 
  • Meetings
  • Pitch 
  • Tenders
  • HighValue
  • QuickWin
  • Won
  • Lost
  • Prep
  • Feedback
  • Reports
  • Data
  • 2021
  • Q4
  • UK
  • AsiaPacific

Task templates_

For efficiency, create templates in GetBusy for repetitive or recurring tasks and processes. Here are some ideas:

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