CRM Walkthrough 2: Speed to Lead

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In this recorded CRM walkthrough (aired: 8/31/2022), you will learn how to:

  • Set up your email integration
  • Enable the texting and live chat features
  • Customize your notifications
  • Create your message templates
  • Test the communication tools 

 

To sign up for the LIVE version of this walkthrough, click here.

View ALL recorded walkthroughs here: Recorded Walkthroughs

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