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Making the most of Accounts and the CRM

Thursday 3rd March, 10 am & 2 pm GMT

This session will cover how to ensure you are getting the best results from your account searches. Going over filters, advanced searching, searching by parent accounts, and altering your table layout. We will also go through the customer CRM and go through the functions of each section of the CRM and how it is a valuable resource for managing your accounts.

Duration: 30 minutes

March 3rd-2

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