Individual Courses → 3 - Advanced

Building & Managing a Pipeline - 1 CPE (BD007)

Building and managing a pipeline is the key to ensuring that all of your business development activities are worthwhile and efficient. This session takes a deep dive into what it means to manage a pipeline, the data we can pull from our pipeline and how to ensure making the most out of our business development opportunities. The course explores how to determine the size and scope of your prospect list along with best practices to setting up a CRM.

Participants will learn how to:
• Establish the number of prospects for your prospect list
• Integrate the 3 types of prospects into a prospect list
• Construct your CRM to manage your sales pipeline
• Define the 5 sections most used in a CRM
• Define how to use metrics from your CRM

To register, visit and select “Self-Paced Training” or contact for firm specific options.
In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation.

Participants will receive 1.0 CPE Credits
Field of Study: Communications & Marketing

Additional Information:
Prerequisites: This course requires at least 3 years work experience or the attendee should be in a manager role or higher. Attendees should have a basic understanding of business development principles.
Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher.
Advance Preparation: None
Program Level: Intermediate
Delivery Method: QAS Self Study

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform ( Please email to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844.

The Sales Seed is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its
  • course Documentation
  • Building & Managing a Pipeline Workbook.pdf
  • Course Instructions
  • Video 1 - Introduction & Objectives
  • course content
  • Video 2 - Calculating Goals
  • Review Question 1
  • Video 3 - Setting Up a CRM
  • Review Question 2
  • Video 4 - Using a CRM
  • Review Question 3
  • Video 5 - Understanding the Metrics
  • Final Exam & CPE
  • Final Exam
  • Exam Instructions
  • Complete Survey To Receive CPE Certificate
Completion rules
  • You must complete the units "Final Exam"
  • Leads to a certificate with a duration: Forever