Webinar September 2023 - Custom Views, Segmenting Clients, Tags and Navigation

Modified on Wed, 27 Mar, 2024 at 2:41 AM

The following webinar will teach you how to;
  1. Learn the fastest way to find what you are looking for
  2. How to create custom views and filters and save the for future use, such as email marketing, bulk updating etc
  3. How to Tag records for segmentation
  4. Understanding Navigation and what type of record you have open
  5. Learn how to jump links work to speed up navigation.



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