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Engage/ Salesforce Best Practices
Danielle
Created on February 25, 2025
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Transcript
- Equifit Penetration
- CPT Penetration
- PTB Closing
new opportunities
- Activations
- Reactivations
- Client Experience
Client Pipeline
- Month over month
- Progress in key metrics
Projections
Forecasting for the week and future weeks
pt calendar