Dec '23 • Questions
Opportunity Naming Conventions
How does everyone name their opportunities? Are you naming them with the Clients name? Do you have a format, Last Name, First Name?? Please share. Thank you.
1
7 comments
Opportunity Naming Conventions
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+2
2
+2
3
+2
4
+2
5
+2
Powered by