Top Producer CRM: Working Your Database
February 25 @ 1:00 pm - 2:00 pm PST
At the end of this session, users will be able to:
- Use the mass email feature.
- View, edit and create personal templates to customize your marketing.
- Use merge codes to create targeted marketing pieces.
- View, edit and create new action plans to automate your follow up.
- Apply personal action plans to your contacts.