Webinar: Track, Plan and Grow with the Sales Pipeline

Budgeting and forecasting are key areas to focus on when planning and growing your firm. The Sales Pipeline in Actionstep helps you manage this, by giving you a seamless flow of information, where you can enter and track potential income, view the results, generate reports, and more. In this webinar, we will show you how to record Sales Pipeline details against your matters, add this into a Workflow, and view the results in a list view.

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