How do you cultivate client relationships in a way that keeps your clients engaged - and - increase your referral base? Join us to learn more about Prospect Square - your key strategy to effortlessly keep clients and your SOI informed about what they care about the most. This hour long class includes:
What is Prospect Square and why do I need it?
What are the main differences between Prospect Square and InTouch or Zap?
Profile set up
Adding contacts
Report types and uses: Quarterly, Area, and Market
How to create and share reports
Important actions to watch for in Prospect Square Analytics
Comments
Wed, 07/15/2020 - 6:09pm
Elaine Fine
yes
Sat, 10/10/2020 - 7:25am
Dina Reggio
it is
Wed, 11/11/2020 - 7:07pm
Deborah Mezzo
yes
Sun, 11/29/2020 - 12:58am
Melissa Mills
Very useful.
Thu, 01/07/2021 - 1:42pm
Patricia Bakosh
yes
Wed, 02/03/2021 - 2:07pm
Donna De Pasqaule
yes
Sun, 02/07/2021 - 11:36am
Laura Nobil
Yes
Tue, 02/23/2021 - 4:24pm
Cheryl Redmond
yes