The Reason and Rewards to Roles [23:32]


If it takes a village to raise a child--it takes a firm to keep a client! Take the abstract roles you play in the office and turn them into tangible assignments in your CRM to streamline your overall sales and customer service process.

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Click the link below for more information on each of the features covered in the video:

00:36 - Manage Your Account

00:55 - Workflow Templates

04:39 - Recently Viewed Contacts

05:08 - Contact Overview

05:28 - Contact Overview - Permissions/Roles

11:44 - Quick Add

14:41 - Advanced Search

16:51 - Advanced Search - Bulk Actions


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