Crank up Consistency with a Style Sheet [33:09]


Never assume your team knows your expectations—especially in regards to data entry. Take the guessing out of the game and implement a best practice Style Sheet so, as leaders of your office, you can set the expectation what client information you think is most important and how you want it entered into your CRM.

Video not Loading? Unable to view YouTube? CLICK HERE


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk