Eagle CRM: Pipelines, Prospecting, Automations & Marketing in Eagle - Live Training
This practical Eagle workshop focuses on pipelines and how they link with prospecting activity.
The session shows how prospecting feeds into pipelines, how activity is tracked, and how automations and marketing tools support follow-up and workflow.
We will go through:
Pipelines and how to link them with prospecting
Creating and managing pipelines
Moving prospects through pipeline stages
Tracking activity and status at each stage
Understanding the purpose of the prospecting tool
Eagle Automations
Understanding when automations trigger
Using automations to support follow-up and reminders
Reducing manual handling through automated actions
Marketing module
Understanding the purpose of the marketing module
Using Marketing tools to design email campaigns
Learn how to set up automated email campaigns
By the end of this session, you will be able to:
Confidently navigate Eagle and understand where pipeline, prospecting, automation, and marketing information lives
Understand how prospecting activity links into pipelines and how progress is tracked
Use pipelines to manage and monitor prospects through different stages
Apply automations to support follow-up, reminders, and workflow consistency
Understand the role of the Marketing module and when to use it
Use marketing tools to support prospecting and pipeline activity
Maintain accurate records so activity, communication, and status are visible
Reduce manual handling by using automations and system tools effectively
Location
Online (Teams)
Duration
2 Hours
Cost
The cost of this workshop is $150 + GST per person
Please note the purchase button and payment screen will display the price as GST inclusive ($165 including GST per person)
Payment and Registration Notes (please read!):
- The list price for this course is per person and includes GST
- By clicking Purchase above, you can pay using your PayPal account, or you can check out as a guest using a credit card
- When registering for this course, you must select the specific date on which you want to attend the training at the purchase screen
- After selecting the date and paying online, you will receive an email confirming your registration