Week 1 Recap & Resources

[cmcgaw]

Thanks to all of you who joined us this morning - it was a great group with excellent sharing! 

Resources from today:

The recording

The workbook (make a copy or download as a doc - let me know here if you have any issues)

The slide deck

Homework from today:

• Review properties for duplicates and data-formatting
• Complete any remaining integrations
• Review and update deal stages for each pipeline

Share any questions or insights here and I'm excited to see you all next week!

[PDriutti]

Thanks Casey, easy to follow and a good refresher.