- Sending Customer Communications
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Two Way Email Integration
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Texting
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Communicating from the Contact Record
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Executing and Managing Tasks from Workplan
- Sales Flow & Customer Appointments
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Understanding Status Types
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Workplan Calendar
Customer Follow Up
Effective communication and following up with customers is an important step in the sales process. This course will lead you through the basics of tracking sales flow, texting, emailing, and utilizing Workplan.
Effective communication and following up with customers is an important step in the sales process. This course will lead you through the basics of tracking sales flow, texting, emailing, and utilizing Workplan.