Teaming strategy

Teaming strategy

  • Description

    This course focuses on all the things you should do to work best as a team in ClientLook. We work with lots of teams and have come up with the best practices that will allow you to get the most out of ClientLook. From initial team set up to data sharing, team calendar usage, task assignment, using Scoop for communications, leveraging deals – and much more. Everything you need to get your team off to a fast start with ClientLook is covered here.


    This will help you:

    • Supercharge your team’s efficiency
    • Collaborate better
    • Monitor team progress
  • Intended user

    Team admins and team members sharing a ClientLook database


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

    Request info

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