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The Reason and Rewards to Roles [23:32]

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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.

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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