This section explains how to use Practice Pipeline to track any leads you may have for coaching engagements.
Follow these steps when tracking leads related to Ackert. The team will review overlaps or cross-selling potential on the S&S call.
Step 1: Log in to your Practice Pipeline account using your @ackertinc.com email address. Use “forgot your password?” if you need help logging in.
Step 2: Here is the management report link. (Please bookmark this for future reference)
Step 4: Update your Pipeline dashboards with the Ackert leads you are currently tracking.