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LMN Community Acceleration: Office Management Workflow

To get the most value from this session, we recommend completing or starting Quickbook Integration course. Join us to cover essential office management workflows, emphasizing best practices for optimizing CRM ... Read more

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LMN Community Acceleration: Office Management Workflow

August 19 @ 10:00 am – 11:00 am

To get the most value from this session, we recommend completing or starting Quickbook Integration course.

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, and ensure customers are effectively utilizing their portal.

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