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June 2023 Forum: Open Office Hours

Modified on: Fri, Jun 23 2023 1:50 PM
The May 2023 Marketing Training covers the following topics:
  1. New Features
    1. Mobile - Caller ID 
    2. Pipeline View and sub Opps in Web App
    3. Dashboard Widget Filters and View All Data Button
    4. Mail Chimp Integration and Steps you need to take for your contacts
  2. Discussion Topics and Best Practices – Cont’d from last Office Hours
    1. How do I properly document notes/client conversations in Company and Contact records –The Why and the How
    2. Automated Dates for Child Opportunities/Self Perform
    3. Contacts and Mandatory Field in Opportunities ? Discussion
    4. Competition on Opportunities
    5. Service Types – Discussion
    6. Power BI Initiatives - Update


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