Скачать или смотреть How to Add Contacts in SmartOffice CRM by Zinnia (Pro Series)

Want clean, consistent contact data in SmartOffice CRM? In this 3G Pro Series training, we walk through exactly how to enter new contacts the right way — including how to use subsystems like Dependents, Doctors, Carriers, and more.

Learn how to avoid common mistakes, reduce cleanup later, and link the right records from the start. Whether you're new to SmartOffice or fine-tuning your setup, this walkthrough will help you structure your data clearly and confidently.

Timecodes

0:00 Intro
0:24 Contact vs Business Records
1:00 Adding a New Contact
1:40 Referrals, Source, and Advisor Fields
2:40 Subsystem Overview
4:20 Adding Doctors & Medical Facilities
6:00 Adding Carriers & Reps
7:40 Adding Dependents
9:00 Search Filters & Closing

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Need help choosing the right CRM, cleaning up your data, or migrating to a new system?

Visit www.3gpconsulting.com — we’d be happy to help.