Warning: Items learned during this webinar will set the foundation to your system, making them some of the most important items to know!
This webinar, presented in partnership with Precise FP, will share best practices to get "Bad Data" out of the system through web forms and questionnaires.
Your CRM is like an engine: it needs to be maintained and kept in top shape in order to be running at it's best and most efficient. The key to keeping your CRM in tip-top shape is your data. Duplicates, missing info, and other bad data monsters can creep up on you when you least expect to cause headaches.
Watch this session to learn to clean up bad data using best practices in Tailwag like "Is Empty" search, Bulk Options and most importantly CUSTOM EXPORTS, which is an easy way to work out of Excel instead of going record by record.