Client tracker
My seniors have suggested making a document to track client engagement.
Ideas for columns titles? Will have a seperate tab for deals and CS.
Yes I know we should use a CRM but this is one of those “specific requests”
My seniors have suggested making a document to track client engagement.
Ideas for columns titles? Will have a seperate tab for deals and CS.
Yes I know we should use a CRM but this is one of those “specific requests”
| +235 | Who Killed Wall Street | 65 | 2d |
| +194 | Worlds Worst MDs Competition (2026 Edition) | 44 | 1h |
| +167 | As Lehman people reconvene at UBS, Barclays needs to hire (2023) | 23 | 6d |
| +130 | Only Indians cold emailing | 44 | 8h |
| +125 | Lindsay Clancy - Thoughts from A2 | 22 | 3d |
| +69 | UBS Healthcare | 34 | 19m |
| +50 | Shana tova - happy new year | 6 | 10h |
| +48 | NYC Wall Street Run Club | 13 | 7h |
| +45 | More diversity needed in the industry | 11 | 17h |
| +43 | EB (EVR/CVP/LAZ) vs MBB (Bain/BCG) | 22 | 48m |
Career Resources
Dolor laborum nam assumenda aut excepturi dolores nihil. Enim inventore eveniet sit. Sint repudiandae facilis laboriosam voluptatem in incidunt consequatur sapiente.
At aliquid incidunt non ullam corporis. Nihil dolor rerum quam accusantium harum necessitatibus nihil. Voluptas enim voluptas ratione ut dolores. Voluptatem voluptatibus adipisci quia tempora maxime voluptas itaque.
Eveniet a ea temporibus est neque. Omnis optio ratione omnis sed.
Maiores ut reiciendis earum. Voluptatem aliquam quod libero ut consequatur. Enim dolor quidem quae et.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...