|
Learn how to define, update, and manage client profiles. |
|
Learn how to set up and manage memberships. |
|
Learn how to create and export customized lists of clients that meet specific criteria. |
|
Learn how to track the reasons why clients are being referred to your business. |
|
Learn how to send emails, send text messages, print letters, print postcards, and print mailing labels. |
|
Learn how to implement a client rewards program. |