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Prospect Management!

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by

Neil Di Maggio

on 16 July 2016

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Transcript of Prospect Management!

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