Webinars  

• Managing Contacts (42 minutes)
  •  Handout
• Managing your Directories (39 minutes) 
  • Handout

The Basics

• Search for Contacts

• Add an New Business/Organization/Office

• Add a New Individual/Rep/Agent

• Working with Contact Custom Fields

• Manage Tags

Advanced

• Managing & Merging Duplicates

• Best Practices for a Clean & Healthy Database

• Manage Invalid Emails

• Send Email to Contacts Requesting Update to Profile Information