Special Session – Christmas card lists made easy!
This session is designed to help firms utilise Client Sense to quickly and easily develop Christmas Card or other end of year lists. Designed for Business Development, Marketing, support and admin teams, tasked with the time-consuming and thankless mission of putting these lists together. Don’t worry, we have your back!
– Extracting a list of relevant contacts for a group or individual
– Checking old lists to confirm how current the contacts are
– Creating tailored invite lists
After registering, you will be sent an Outlook meeting invite within 24 hours. This will include the Zoom meeting connection details. This training is provided at no cost as a part of your Client Sense subscription.
For local training sessions outside of Australia, New Zealand and Asia, please contact us here.