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.

    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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