The December 2021 Forum cover the following topics: When to use Sub Opportunities Self-Perform Work Multi-phased Work Precon Jobs Opportunity Stage Use Lost versus Owner Cancelled, versus No-Go (and On-Call Closed) Companies and Contacts The importance of Categories, Relationship owners, and Mailing Lists Parent/Child relationships and LLC Best Practices How you can help with Project Data for Marketing and winning your next job Partnering with your local teams to ensure accurate data and how it affects you Client/Owner Tab importance and accuracy Data Lake and Power BI Dashboards in 2022 Quick overview of Upcoming Features in Q1/Q2 2022 and what they mean to you: Microsoft Productivity Suite Integration Improvements to activities (Call logs, events) Automatic sync with Outlook calendar Opportunities Cloning an Opportunity New pipeline board view NEW Mobile App NEW Project Grid  New technology & user-friendly design Edit Grid View (Improved sorting & filtering, Export to Excel)  Opportunities - View default distribution of Revenue Projection within an Opportunity record Mobile App Activities (Insights, Agenda) Card Scan/QR Code Reader Other 2022 Initiatives Opportunity Grid Update* Edit Contacts in Outlook * Contact Create Dupe Check * Subscribe to Opp Date Fields Emails attached to Lead records Edit Companies in Outlook * Edit Leads in Outlook * Contact Grid Update Lead Grid Update Address Type-Ahead Add Attachments to Call Logs Marketer's Dream * List Results Widget improvements Opportunity Hierarchy Reports UX Redesign Save Over Reports * Share Docs/ Records Submittal Requirements Go/No Go Form Redesign

The July 2021 Webinar Forum covers the following topics: Common Known Errors at the time of the recording How the Handoff Process Works Q&A

The April Webinar Forum covers the following topics: New User Interface (UI) and Quick Search Test Drive Opportunities and Business Planning JIP and Bid Job # CMiC/Cosential Update Q&A