Our mutual success relies on your Pipeline Manager (PM) being tagged on as many leads as possible per tier. While we understand that time constraints can make this challenging, giving your PM the flexibility to follow up on all leads will help maximize the program’s potential and success.
Our most successful clients have found this approach highly beneficial, with a significant increase in the number of qualified leads.
For more information about the PM service, review the PM Service Guide - Process and Expectations article on the left-hand side.
Contact your Customer Success Rep at cs@wingmateapp.com to request setting up this feature.