Time: [4:00 – 4:45 PM]
Duration: 45 minutes
Topics Covered:
- Contact Management: Organizing and managing contact information and interactions.
- Activity Management: Scheduling and tracking meetings, calls, and follow-ups.
- Customer Segmentation: Creating and managing customer segments for targeted communication.
- Notes and Attachments: Adding notes and documents to customer records.
- Customer Feedback: Collecting and managing feedback through surveys and forms
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