Account maintenance

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.


    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.


    This 60-minute live web session is $225. Attendees unlimited. Recording provided.

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