ClientBase Online Training Program for the New User - Week 1
https://trestechnologieshelp.zendesk.com/hc/en-us/articles/4402803131667-ClientBase-Online-Training-Program-for-the-New-User-Week-1-Profiles-and-Marketing
WEBOverview. In many agencies client information is stored in too many different locations. With ClientBase Online, you now have a tool that centralizes all client data into a single location, and makes that information accessible to everyone via a client profile. In this first week, Learning Basic Profile Skills and Marketing Codes, you are ...
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