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.
This will help you:
- Prevent and eliminate duplicate data
- Ensure the best experience for your users
- Fill in missing data
Administrative users on teams or any individual account owner.
This 60-minute live web session is $225. Attendees unlimited. Recording provided.Request info