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'How To' Guides
You know what you want to do, you're just not sure how.
Using the System
- How to use the Search functionality
- How to Assess Event ROI (Return on Investment) with Client Sense
- Tracking and Managing Events
- Sharing a Favorite (Favourite) List
- How to setup and configure pre-meeting email notifications
- How to view the level of Engagement your firm is having with Key Individuals and Companies