Mastering Outreach, Data Management, & New Features | LSA Webinar 12/19/2024

This video dives deep into key features and strategies to enhance your Fieldnotes AI CRM experience. We'll explore the benefits of 24/7 call reception emails, discuss the new contact views feature, and guide you through the contact form builder. We'll also address user concerns regarding invalid emails, navigating contact data, and utilizing screen recording for support. Finally, we'll clarify common questions about CRM features to help you maximize its potential.

24/7 call reception email explained. Contact views new feature, contact form builder & funnel quick overview. Addressing concerns with invalid emails, outreach, navigating contact data, screen recording, support & clarifying CRM features.
 
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 19, 2024. Fieldnotes Ai.

Timestamps:
0:00 24/7 call reception, invalid emails & outreach
15:40 Contact views feature quick overview
22:45 Contact form builder & views funnel
43:43 Navigating contact data, recording & support
50:00 Clarifying concerned CRM features

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Видео Mastering Outreach, Data Management, & New Features | LSA Webinar 12/19/2024 канала Fieldnotes Sessions with Legalshield Associates