As a professional in today’s fast-paced world, keeping track of your interactions with clients and prospects is crucial. Not only does it help you stay organized and efficient, but it also plays a vital role in reducing errors and omissions (E&O) insurance claims. In this…
communication management
2 Articles
Bruce Kuczinski Asked: “Is there a way to forward an email to Agent CRM from my desktop? For example, I receive an email from a client and respond. I would like to bcc myself in Agent CRM to create a record of the interaction, tied…