Our mutual success depends on your Pipeline Manager (PM) being tagged on the maximum number of leads per tier. We understand that this is not always possible due to a lack of time. However, to maximize the potential and success of the program, we recommend that your PM is given the flexibility to chase all leads for you.
Our most successful clients have found this to be the most beneficial and have seen the number of qualified leads increase significantly.
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 representative at cs@wingmateapp.com to request setting up this feature.