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Engage/ Salesforce Best Practices

Danielle

Created on February 25, 2025

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Transcript

  • Activations
  • Reactivations
  • Client Experience
  • Equifit Penetration
  • CPT Penetration
  • PTB Closing

Client Pipeline

new opportunities

Forecasting for the week and future weeks

  • Month over month
  • Progress in key metrics

pt calendar

Projections