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From Pipeline to Profit: See Your Money on the Move!

Monday, November 20, 2023 @ 3:00 pm - 4:00 pm


Jaime Wagg

From Pipeline to Profit – An Opportunities Pipeline Session!

Opportunities is the system we use to track our current and potential transactions, within Command. Each Opportunity (current or potential transaction) starts at the Cultivate Phase, where you can track an Opportunity before you have even set an appointment, and will be tracked through to the Closed Phase, after being approved for compliance and Commissions. The Opportunities applet allows you to track everything involved with the transaction, from activity checklists and offer management, to potential commission income and compliance.

Join us on Monday’s at 3pm to see how you can develop a predictable business and keep track of all of the leads you need to follow up on!

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