Pipeline Development

Prepare Your Portfolio for the Upcoming Campaign Year

by Ruth M. Giles, bCRE-PRO
Prospect Development, Prospect Management, Water Cooler Chat Replay

With the “back to school” season upon us, now is the perfect time to learn some techniques to fine-tune your portfolio for the upcoming campaign year. In this Water Cooler Chat, Ruthie Giles shared some of her best practices for profile management.