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LMN Community Acceleration: Office Management Workflow
August 1 @ 10:00 am – 11:00 am
Join us to cover essential office management workflows, emphasizing best practices for optimizing CRM usage. In this course we will learn how to:
-Create new accounts in the system.
-Track customer conversations in one centralized location.
-Leverage the “to-do” feature to streamline internal processes.
-Ensure customers are effectively utilizing their portal.
To get the most value from this session, we recommend completing or starting Quickbook Intergration course HERE
