Скачать или смотреть Streamline your Contact Data Sheet & Boost Engagement! | LSA Webinar 11/07/2024

Contact Links feature overview. Addressing user concerns with recurring action plans feature, user utilization of action plans, Shield@Work data mapping, quick overview of new Legal Plans templates.



Our CRM service is billed monthly as part of an annual agreement.



This is a weekly working session with LegalShield Associates on using your CRM, This video was filmed on November 7, 2024. Fieldnotes Ai.



Timestamps:

0:00 Recap & contact links overview

8:54 Concern with recurring action plans

25:45 Action plans & overview of templates

40:00 Shield@Work data mapping

57:29 Fun talks with our users



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If you want to learn more, check out our website: https://fieldnotes.ai

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