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  1. Cubigo
  2. Customer Lifecycle Management/Pipeline

Customer Lifecycle Management/Pipeline

Here you'll find all relevant information about the CLM service in Cubigo. CLM = Customer Lifecycle management, a variation of CRM for senior living.

Administrator

  • How to complete a request with 2 profiles for both referrer and family contact ?
  • How do I plan tasks to followup the Pipeline request ?
  • How to duplicate a Pipeline request for internal referral?
  • How do I register a request with multiple providers ?
  • How to followup on requests coming in via an external contact center
  • Pipeline | How do I ensure that the request is properly followed up?
See all 28 articles
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