The more you use Follow Up Boss, the more contacts, lead sources, and systems are added – and keeping your CRM organized is key to connecting with the right people, at the right time. In this session of Office Hours, Caroline and Lee will walk you through all the tips and tricks for keeping your CRM in tip-top shape. You'll learn:
Best Practices for cleaning up Stages, Tags, and Sources
How to Organize Action Plans and Email Templates
How to maintain the order you've set up
More info on Lead Stage: [ Ссылка ]
How to best use Smart Lists & Stages: [ Ссылка ]
