Wednesday, February 29, 2012

Top Producer Tip

We currently have two Action Plans from Go shared with you in Top Producer and more are on the way.  Be aware that if you want to add, edit, change, or modify these plans (you will in most cases), you need to first make a copy of that plan.  Once you take that step you can personalize it in many ways, including adding specific email messages that you want to tailor to your client base and routines.  


Another tip: be sure to spend time on Campus, click here to visit the Top Producer Campus


Our Top Producer Trainer will work with us on Thursday, March 1st, 11-1 at Go Cary.  Bring your lap top and let's make some new things happen to better connect with your database.