If you are using the Call Management tools in EBSuite, you may also want to take advantage of the Call Scripts.
Outgoing calls typically take 2 forms: either the call is a short reminder of an upcoming event OR the Call is intended to engage the Customer or Client and impart new information.
Traditional… Continue reading...
There are lots of tools within EBSuite for taking, tracking, viewing and searching for notes. Notes, of course, fill in the lines between the data fields so Users really know what’s going on with their contacts.
Review this collection of videos on
At the top of any screen in the application you will see a set of 6 icons.
Among these is the Note Center used to capture any note of a general, frequently used nature. Continue reading...
When viewing and editing Contact and Organizational data remember you have the NotePad to add “on-the-fly” notes and documents that are pertinent to the Contact or Organization.
Now your can review All Notes (Notepad, emails, system updates, and email campaigns) in chronological order.
Go to a Contact detail page and review… Continue reading...