BUILD WORKSHOP | OVERVIEW

edited April 4 in Catalyst 4 Catalyst

Time Investment: 5 minutes

The video below will guide you through:

  • What this Workshop series is
  • Why we decided to do it
  • The 4 Core Impact Layouts every Catalyst customer should have (see links below)

Core CLG Layouts

  1. Forecast and Revenue Layout
  2. Book of Business Layout
  3. At Risk Layout & Playbook
  4. Leadership Summary [Account] Layout
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