Account prioritization
Identify the accounts to handle first with Ask Modjo.
Video
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Key points
- In the Deals tab, ask Modjo’s AI: “Which deals should I focus on today? Emphasize engagement signals, open topics and risks raised”.
- Turn this question into a reusable TopPrio agent by spelling out the output format you want (follow-up email drafts, bullet points with a deal-by-deal action plan, and so on).
- Modjo’s AI cross-references the information from your calls and emails with your CRM data: close date, advanced stage and amount to rank your priorities for the week.
- Make it a weekly routine before your pipe review: a few minutes are enough to build a targeted action plan.