qld1.universal's avatar
qld1.universal
Curious Observer
6 months ago

Expected Revenue Tracking

Hi Team Expected Revenue Tracking – Pipeline Tracking Our business is currently using spreadsheets to track the following: Adviser Meetings and Outcomes Client Meetings Adviser Meeting Ty...
technology
xplan
rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
6 months ago

Excellent question qld1.universal - looking forward to see if any of our Xplan experts have any ideas!

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