A consistent client experience depends on everyone in the office being on the same page. Creating your own Templates will empower you and your staff to set standard guidelines and expectations for client interactions, records, and follow-ups. These are also huge efficiency-boosters!
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05:58 - Manage Your Account
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06:11 - Activity Templates
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10:20 - Note Templates
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13:27 - Automation Templates
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18:02 - Workflow Templates
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20:44 - Email Templates
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23:15 - How to Send a Broadcast Email
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24:35 - Mail Merge Templates
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25:34 - How to Run a Mail Merge
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26:50 - Custom Export Templates
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