Business and Finance

New Business Tracking Tool?

  • 1.  New Business Tracking Tool?

    Posted 10-13-2020 22:26
    Hi all! Hope you're having a great virtual conference so far! I'm looking for a new system totrack my firm's new business prospects - we want to be able to slice and dice the data over time. May I ask what you're using? Many thanks in advance for any suggestions. Best, Heidi 

    Heidi Weinkam Crowe
    Abernathy MacGregor
    (212) 371-5999