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 register a request for a couple (2 connected prospects) ?
- 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