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  1. Marketscape CRM
  2. Best Practices by Role
  3. Manager Best Practices

Manager Best Practices

  • New User Checklist for Managers
  • Using Your Documents Folders
  • Saving and Scheduling the Approve Owner Change Report
  • Managing Your Team with Reports
  • Connecting the Dots
  • Account and Contact Relationships
  • How to Use your 'Office Of' Accounts
  • The Importance of the Primary Referring Person
  • Qualifying a Book of Business through Ratings Scales
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