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Prospect Management!

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Neil Di Maggio

on 16 July 2016

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Transcript of Prospect Management!

Prospect Management!
...a workflow...
Revisit after campaign
Code each portolio at beginning of campaign
Potential Prospect
Initial research has been performed.
Further Qualification Research
Can have any Stage
Managed Discovery
Managed Cultivation
Managed Solicitation
Managed Stewardship should move to Managed Discovery
Managed Blank or None should move to Managed Discovery
what does this mean?
Full transcript