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Millennials and Following the Money [27:03]

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One of the greatest wealth transfers in US history is expected to happen and if you’re not engaging with the next generation they’re going to go out and get information themselves—right or wrong! Establish that relationship with the next generation using CRM tools to share job tips, budgeting seminars and more.

02:13 - Contact Overview

02:37 - Family Name

03:49 - Contact Overview - Contact Details

04:08 - Manage Your Account

04:14 - Manage Database Lists

04:48 - Advanced Search

08:08 - User Defined Fields (UDFs)

09:05 - Keywords

11:59 - Contact Overview - Contact Card

14:49 - Seminars

16:50 - Advanced Search

19:08 - Advanced Search - Bulk Actions

21:39 - Opportunity Tracker

25:36 - Today - Activities

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