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CRM Summer School: Contact Management 101 | ClientsFirst Consulting - Vimarsana News

CRM Summer School: Contact Management 101 | ClientsFirst Consulting

Published: August 11, 2023

During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM...

Source: jdsupra.com
Related Topics:
Summer SchoolLead ScoresCustom FieldsData SourcesData Cleanup
CRM Summer School: Clean Up Your Contacts | ClientsFirst Consulting - Vimarsana News

CRM Summer School: Clean Up Your Contacts | ClientsFirst Consulting

Published: August 4, 2023

Cleaning up your CRM and contacts is essential for maintaining a well-organized and efficient database. Summer can be a great time for businesses to tackle this task when they have...

Source: jdsupra.com
Related Topics:
Summer SchoolLead ScoresCustom FieldsData SourcesData Cleanup