Wednesday, May 12, 2010

How to Do Business Online - Part 3 of 10

Reminders - Follow Up and Keep Your Committments

During your conversations with your prospect you will make committments about the next steps you will take and a timeline for those steps. Cap Dat ACORD Reminders helps you keep these committments. You can...
  • Set e-mail Reminders to follow up
  • Assign Reminders to yourself, co-workers, multiple people for any given task
  • Use e-mail Reminders to send scheduled e-mails to clients and prospects
See how this is done in this video.

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