New Year, New Goals: Mastering Fieldnotes AI CRM for Success | LSA Webinar 12/26/2024

Kick off the new year with a renewed focus on your business! This webinar explores user-defined goals for 2025, including how to leverage Fieldnotes AI CRM to achieve them. We'll discuss upcoming CRM features like AI-powered calling, explore strategies for improved data organization using Groups and Spheres, and delve into effective engagement strategies to boost your success. Join us as we discuss user success stories and pave the way for a prosperous year ahead.

User To Do list for the new year. Talks of upcoming CRM features, better automation, data organization through Groups & Spheres, AI calls, fees & engagement strategies.
 
Our CRM service is billed monthly as part of an annual agreement.

This is a weekly working session with LegalShield Associates on using your CRM, This video was filmed on December 26, 2024. Fieldnotes Ai.

Timestamps:
0:00 User to do’s for 2025 & CRM features
11:10 User success stories & upcoming features
18:55 Clarification with AI calls & its fees
25:05 Engagement & upcoming features

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Видео New Year, New Goals: Mastering Fieldnotes AI CRM for Success | LSA Webinar 12/26/2024 канала Fieldnotes Sessions with Legalshield Associates