Spring Training Series: Pipeline Management
Event Information
About this Event
The Who What Where of Pipeline Management. This session will cover all things pipeline management - including philosophy (why to use a pipeline), planning (what does it look like), and execution - how to apply your pipeline in HawkSoft, sub-statuses, sales & retention reports, utilizing suspenses, etc. And, lastly tracking sources - referral/referralee, etc.
AFTER REGISTRATION HAS FILLED AND BEFORE THE MEETING DATE, WE WILL SEND YOU THE ACCESS LINK TO GET INTO THE VIRTUAL INTERACTIVE MEETING. PLEASE PUT A PLACEHOLDER IN YOUR CALENDAR IN THE MEAN TIME. THANK YOU!
NOTE: There are 2 ticket prices - $15, and $30. $15 indicates you would like to save the money and you're okay with opting into our sponsor program where our vendors may send you 1 email each. $30 indicates you would like to pay the higher price and not receive any solicitation from the vendors supplementing this program. Thank you.