Monday, March 31, 2008

Team Call on Beyond the Basics

Make it convenient for your new people to send cards - help them with importing their contacts from Outlook or Excel. That'll be 30 minutes well spent in the beginning with them, to set them up to being more likely to use the system.

If they have their database in Act, then send them to Customer Service to get a file of how to import their contacts from Act.

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