Training Tuesday – Put the Power of Pipelines to Work for YOU

At Top Echelon, we want to help you make more placements, and that’s why Pipelines is the topic of this Big Biller Training Tuesday webinar!

During this session, Training Specialist Krista Ridgeway showcases the Pipeline and how it can help you accelerate the placement process and maximize your billings. Among the topics Krista will address:

  • The three ways to add records to a Pipeline
  • Customizing stages
  • Pipeline views
  • Working the Pipeline
  • Actions you can take on Pipeline records
  • Recording placements
  • Pipeline Report