Solo Episode: My CRM Walkthrough
Dear Twentysomething
00:00
How to Use CRM to Improve Your Relationship
On the right side, which it's just the best setup ever, I basically can filter for notes, emails, text calls, meetings, status changes and task completed. Those are basically all the different buckets. It's really important to bucket people because there are so many people that you will be meeting and that'll continue to meet. And it's reallyimportant to keep that organized, especially when you're sending communications out on a regular basis.
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