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.
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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