PRIVATE: CLASS Beginner , Haverford Township Recreation Center, 2/14/2019 1PM, Haverford Township Recreation Department, Thursday, 14. February 2019

THIS CLASS IS A PRIVATE CLASS FOR MAIN LINE SALES ASSOCIATES ONLY
CONTACTUALLY - Beginner:



In order to attend this class:


You must already have your contacts in Contactually as this session will not include “Importing” Contacts.
Your contacts must be in your FoxRoach email (Gmail) Contacts prior to this class.
If you need assistance importing your contacts, please contact your office field tech or Concierge prior to attending this class.

In this class, we will be training:

How to sync you current email and create an eSignature
How to use the Contactually Dashboard
The significance of the Network Health & Relationship Status
Managing your contacts in Contactually


logging client interactions  
adding notes
attaching files to client profiles
managing duplicates
archiving & deleting


Overview of Buckets in Contactually
Using & creating Buckets
Adding or removing contacts from a Buckets
Filtering & sorting contacts






PRIVATE: CLASS Beginner , Haverford Township Recreation Center, 2/14/2019 1PM

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