Organization – Building the Foundation for a Streamlined Practice 04-04-2024
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Organization – Building the Foundation for a Streamlined Practice
Presented by Kate Guillen, SimplicityOps
In this webinar, Ops expert, Kate Guillen, took listeners for deep dive into the critical aspect of organization within your CRM. Listen to learn how to establish a well-organized contact hierarchy, ensuring that your tasks, service model, and workflows are built upon a solid foundation. Discover why the contents of your database matter and how an organized approach sets the stage for a seamlessly streamlined practice.