Aug '23 • Business - Processes
Do you track client revenue in the CRM?
I'm wondering if this is something that advisors would want, or if they'd prefer to keep that information in their billing/portfolio management tool.
1
9 comments
Do you track client revenue in the CRM?
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+4
2
+3
3
+2
4
+2
5
+2
Powered by