How to Manage Opportunities – OnCall vs. Teamed

Beginner Roundtables assist users in expanding their understanding of Cosential through an open-forum Q&A with a Cosential expert.
Join this session to learn and discuss the basics and best practices relating to Opportunities – OnCall vs Teamed.


Date & Time

Wednesday, June 5, 2019
12:00 AM - 1:00 PM EDT


Eric Gates, Manager | Customer Success

Jan Flesher, PMP, is the director of client advocacy at Cosential, an AEC technology leader in CRM and Proposal Automation. As her 30+ year career progresses, she continues to educate AEC firm leaders and marketers on successful business development and marketing practices. Jan is part strategist, change agent, technology leader and trainer. As an expert in Cosential CRM and Proposal Automation practices, she brings a refreshing approach to training. Jan has addressed numerous organizations and associations throughout United States and Canada where her audiences are eager to have the jargon of A/E/C explained in a straightforward, easy to understand way.