Stood Up: Client Gets Cold Feet [14:05]


You schedule a time and date on your calendar and spend all night preparing for a meeting and your client or prospect doesn’t show up! Well since history is the name of your game you don’t want to go in and delete the stand up—but better yet you want to notate the occurrence as a safeguard. Learn to implement best practice procedures to handle a client cancellation or reschedule to record all client history even if it was a meeting attempt.

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

00:57 - Manage Your Account

01:06 - Admins Only Section

01:07 - Manage Database Lists

01:14 - Activity Type

01:55 - Categories

02:40 - Today - Activities

05:36 - Activities By Contact Report

09:31 - Manage Database Lists - Keywords

10:27 - Recently Viewed Contacts

10:32 - Contact Overview

10:38 - Contact Overview - Keywords

11:12 - Contact Overview - Important Information 


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