Michael Rodriguez

Open Odoo and 5 more pages - Personal - Microsoft Edge

Open Odoo - CRM and 5 more pages - Personal - Microsoft Edge

Open 1_Eng folders and 2 more tabs - File Explorer

Open PHX - Public and 2 more tabs - File Explorer

Open 01_Accounting and 2 more tabs - File Explorer

Open Reports (mgr) and 2 more tabs - File Explorer

Open PumpkinPlanClientAssessment.xlsx - Excel

How to Identify and Track Big Fish Customers Using UDU CRM and Pumpkin Plan

Introduction to Finding Big Fish

Using UDU CRM to Filter Big Fish

Alternative Access via Favorites

Using Pumpkin Plan Reports for Big Fish

Summary and Updates on Big Fish Lists

This video provides a tutorial on how to find the latest and greatest big fish customers using the UDU CRM system and the Pumpkin Plan reports. It explains the steps to filter and sort big fish opportunities, as well as where to find updated client assessment reports for customers with potential revenue of $75k and above. The video emphasizes that these lists are updated monthly and are useful for identifying key customers and prospects.

Open Odoo and 5 more pages - Personal - Microsoft Edge

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