Keep In Touch
In this tutorial we show you how to take advantage of your very own Keep in Touch Coach in order to stay top-of-mind with everyone in your business pipeline by reaching out to your contacts at just the right time.
In this tutorial we will explain how to use the Keep in Touch Birthday event. The Birthday event is a special Keep in Touch event with options specifically designed to commemorate contact birthdays.
Learn how to assign Keep In Touch Call events to individual contacts. Use these pre-loaded events to schedule ongoing regular communications that are vital to maintaining strong client relationships.
This tutorial explains how to create a Global Keep In Touch event to manage an event that is assigned to a group of your contacts. A client appreciation party is an example of an event that can be managed using Keep In Touch.
Using the Keep in Touch Coach
Using the Birthday KiT Event
Using Keep in Touch Call Events
Creating a Global KiT Event
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