Sphere of Influence
Client Events
Newsletters
Pop Bys
Email Touches
CRM Contact Pipeline
A checklist for how a CRM contact should be handled. ie. Put them on the newsletter, schedule follow up calls, put in notes in the CRM, etc.
A checklist for how a CRM contact should be handled. ie. Put them on the newsletter, schedule follow up calls, put in notes in the CRM, etc.