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Verlata Webinar - Actionstep CRM, Sales & Marketing
This month's Webinar focuses on Actionstep’s CRM and Sales & Marketing capabilities. Actionstep has a combination of features and configuration options that work together to create a platform for good CRM and we'll show you how!

Join us for an informative 1 hour session on how to:
1. Give your clients unique contact records and map their relationships so you can easily identify who’s who in your Actionstep system.
2. Learn how to create easily exportable contact lists such as a mailing list or a list of your referrers.
3. Add custom data to your contacts so you can truly capture personal details and specifics about them.
4. Explore Actionstep’s marketing campaigns and marketing activities features so you can track leads and return on investment through your marketing events.

Aug 13, 2020 11:30 AM in Brisbane

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Registration fee A$22.00AUD
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Maggie Raad
Client Onboarding and Training @Verlata Consulting
Kiana Larkins
Bookkeeper / Software Training Consultant @Verlata Consulting