Building & Managing a Pipeline – 1 CPE


Building and managing a pipeline is the key to ensuring that all of your business development activities are worthwhile and efficient.  This session takes a deep dive into what it means to manage a pipeline, the data we can pull from our pipeline, and how to ensure making the most out of our business development opportunities.  The course explores how to determine the size and scope of your prospect list along with best practices to set up a CRM.


*This course qualifies for 1 Communications & Marketing CPE credit.


Learning Objectives:
• Establish the number of prospects for your prospect list
• Integrate the 3 types of prospects into a prospect list
• Construct your CRM to manage your sales pipeline
• Define the 5 sections most used in a CRM
• Define how to use metrics from your CRM


Learn more here:  Building & Managing a Pipeline


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