Monday Webinar…Don’t Miss It!
Tips for success in tracking leads during/soon after storms:
* Quick create Projects
* How to set Defaults for users during storms to speed up the process of creating Projects/Leads
* Suggestion on additional “Project Sales Status” for quick tracking of storm requests
* Plotting of leads to maps
* Discussion on the need to have discipline to enter Contacts and Buildings
* Importance of capturing the “Lead Date” for all Projects
* Review of the “Lead Report” for Projects
@ 30 Minute Topics:
* Release of the Android App
* Release of Location, details and dates for the Dataforma PSU Meeting in Nov.
Have you Blogged lately? Ask the staff about the Dataforma Blog. Fun tips, news and updates are available at a click!
Pre-register for the Webinars and get reminders directly from Go To Meeting – the best way to make sure you don’t miss out!
11:00 AM EST Registration: Call Shelly Thompson (866)764-9992 Ext. 0
4:00 PM EST Registration: Call Shelly Thompson (866)764-9992 Ext. 0