Short walk-throughs that show you exactly where to click. Start at the top and work down, or open the section you need and skip the rest.
5 videos in 1 section
Clients, Prospects, Web Leads and Contacts — one database, one history per person.
5 videosClients, Prospects, Web Leads and Contacts - what each is for and how someone moves between them.
3Bring your Clients in from Excel, and take your data out whenever you want.
The written guides cover the same ground, plus the Canadian admin around it.
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