Account maintenance

Description
This course focuses on the things you need to do on an ongoing basis to keep your account in tip-top shape. It’s easy, especially in a team environment, to accumulate duplicate contacts and companies, incomplete records, unlinked entries, etc.
We’ll focus on the administrative things you should do on a weekly and monthly basis to make sure that your data stays as clean as possible so your users can get the most out of the system.
Outcome
This will help you:
- Prevent and eliminate duplicate data
- Ensure the best experience for your users
- Fill in missing data
Intended user
Administrative users on teams or any individual account owner.
Investment
This 60-minute live web session is $225. Attendees unlimited. Recording provided.
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Combine any services to create your own accelerated learning session. This web-based session is perfect for individuals or teams located anywhere.

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