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Our CRM service is billed monthly as part of an annual agreement.nnThis is a weekly working session with LegalShield Associates on using your CRM, This video was filmed on January 29, 2023. Fieldnotes Ai.nnTimestamps:n0:00-11:25 - Introduction, sales cycle status discussion & related message template.n11:26-22:01 - Utilizing the new template to categories, talks of experience & tips for the CRM.n22:02-35:03- How helpful the support has been to our users, continuation of utilizing ‘Cate

LSA Webinar 01 29 2024

⏲ 36 min 16 sec ✓ 13-Feb-2024

wait 5 sec | 74 Test sort by columnsnclick on

UAT General Tests

⏲ 6 min 0 sec ✓ 07-Aug-2023

Our CRM service is billed monthly as part of an annual agreement.nnnnThis is a weekly working session with LegalShield Associates on using your CRM, This video was filmed on June 5, 2023. Fieldnotes Ai.nnHearing insights of how our users started with the FN CRM; Rick Allen with learning the fundamentals of utilizing CRMs. How to mass categorize, upload and edit contact data through MS Excel to the Manage Data FN feature (both in the old UI and new UI). View statuses and specific details of conta

LSA Webinar 06 05 2023

⏲ 31 min 86 sec ✓ 20-Jun-2023

Our CRM service is billed monthly as part of an annual agreement.nnnnThis is a weekly working session with LegalShield Associates on using your CRM, This video was filmed on April 13, 2023. Fieldnotes Ai.nnExploring Email Sheets on Templates, Changing the Template Name and Editing its Signature. Discussion on How to Edit Contact Categories Based on their Sales CyclenStatus and its Structure, Contact Data Featured in Tasks For Ease of Use, an Open Talk with how they get Leads, our Users Experienc

LSA Webinar 04 13 2023

⏲ 30 min 31 sec ✓ 10-Jun-2023

loginnenter stored value

⏲ 5 min 33 sec ✓ 17-Aug-2022

loginnenter stored value

⏲ 2 min 10 sec ✓ 22-Jul-2022

loginnenter stored value

⏲ 2 min 20 sec ✓ 12-Aug-2022

74 Test sort by columnsnclick on

UAT General Tests

⏲ 5 min 48 sec ✓ 16-Aug-2023

loginnenter stored value

⏲ 4 min 48 sec ✓ 23-Jun-2023

loginnenter stored value

⏲ 1 min 99 sec ✓ 14-Dec-2023

enter

⏲ 4 min 30 sec ✓ 15-Dec-2023

loginnenter stored value

⏲ 2 min 63 sec ✓ 29-Apr-2024

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