Welcome to day 3 of the onboarding course! Today, we will cover the following topics:
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How to add a lead
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Managing your leads
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Sending messages and adding a note/task for yourself
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How to add/import existing clients
Let’s get started with today’s video!
NOTE: Effi lite does not include email automation and electronic bank statement collection.
If you have any questions do not hesitate to reach out to us at support@effi.com.au
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