For Sales professionals who need to stay on top of leads, seamlessly follow up and nurture relationships to close deals, Akiflow’s Folders, Projects, Sections, and Tags provides an efficient and structured way for you to manage your personal and professional tasks and time efficiently. Here's how you can combine them for maximum productivity:

Folders: High-level categories

Think of folders as the domains or areas of your life or work. They group related projects, helping you stay organized at the macro level.

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Folders are expandable or collapsible giving you a streamlined view of your Akiflow sidebar.

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Suggested Folders:

1. Personal: Tasks unrelated to work.
2. Sales: Core sales activities and day-to-day tasks.
3. Clients: Customer-centric tasks like account management and client follow-ups.
4. Business Development: Strategic initiatives to identify and pursue new opportunities.

Projects: Break down key focus areas

Within each folder, use Projects to dive deeper into specific aspects of your role, keeping tasks actionable and trackable.

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Assign tasks to specific projects for clear segmentation. Projects can be color-coded and can have different emojis for visual organization.

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Suggested Projects:

• Personal Folder:
  • Projects: "Vacation Planning," "Health & Fitness," “Hobbies”
• Sales Folder:
  • Projects: “Pipeline Management”, “Quarterly Targets”
• Clients Folder:
  • Projects: “Top Accounts”, “Renewals”
• Business Development Folder:
  • Projects: “Outreach Campaigns”, “Networking”, “Learning”

Sections: Structure your workflows