Your client left the office and the meeting went great!
Now what. . . ?
Learn the assembly of tools available and how the best practices with these tools can better prepare you for next year’s review.
Click the link below for more information on each of the features covered in the video:
01:09 - Recently Viewed Contacts
02:41 - Quick Add
12:19 - Family Name
13:56 - Contact Overview - Memberships
18:12 - User Defined Fields (UDFs)
20:49 - Quick Add Activity