filmov
tv
Learn how to use PracticeMaster to take control of your firm's contact management
Показать описание
Join Paul Purdue on Friday, March 13th at 11:00 am EST as he demonstrates how to manage the thousands (or tens of thousands) of contacts that you must juggle in order to effectively manage your law practice.
Learn how to create a single place to store contacts that feeds Outlook, phones, Tabs3, and all your marketing efforts; learn about the options you have to make sure those contacts are always in sync; learn how to specify who sees which contacts so that no one has to sort through those thousands of contacts to find the one they're looking for; and, most importantly, learn how to ditch your Holiday Card spreadsheets!
Paul will demonstrate all these things (and more), and he'll share some of his best practices for taking control of your firm's contact relationship management (CRM).
Learn how to create a single place to store contacts that feeds Outlook, phones, Tabs3, and all your marketing efforts; learn about the options you have to make sure those contacts are always in sync; learn how to specify who sees which contacts so that no one has to sort through those thousands of contacts to find the one they're looking for; and, most importantly, learn how to ditch your Holiday Card spreadsheets!
Paul will demonstrate all these things (and more), and he'll share some of his best practices for taking control of your firm's contact relationship management (CRM).
0:08:57
0:06:09
0:03:17
0:04:00
0:02:50
0:27:49
0:09:25
0:04:33
0:00:15
0:16:05
0:12:10
0:02:47
0:04:06
0:32:12
0:04:17
0:28:19
0:06:40
0:04:36
0:11:04
0:03:32
0:08:06
0:02:11
0:22:18
0:02:13