Held on: August 13, 2018, 2:00pm
Secretary: Matt Gilliland

Made changes to: Outreach

Accountability added:
  • Tracking interactions with leads in the CRM as defined by @Sales_Operations
Accountability added:
  • Leveraging client successes and offers into new opportunities

Made changes to: Sales Operations

Accountability added:
  • Providing @Holacracy_Advisor and @Outreach with access to CRM system