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