Email Contacts Calendar & Tasks How-To Create a Great CRM, Sales, Customer Service System

CPD Points: 1.00
Duration: 1 hr
$89.00 +GST Retail
$74.00 +GST Learning Partner
Registration Closed

Event Detail

Your email program can do much more than create and respond to emails. Tasks can be used for stunning follow-up – such as renewals, proposals, quotes, licencing, projects, committee assignments to name but a few. Contacts! Where do we begin? With the strategies you learn, you’ll create your own crm (customer relationship management) system for communication, sales, customer service. Learn several top Calendar management tips and shortcuts.

Topics Covered will include

  • How you turn contacts into a superb database
  • Amazing functions hidden within Contacts 
  • How to turn an email folder full of emails into a usable database
  • How to import and export Contacts
  • Flags vs. Tasks vs. Calendar reminders
  • Managing your calendar better
  • Using Tasks to manage a single follow-up through an entire workflow project
  • Never letting the ball drop with clever use of Tasks
  • Using Contacts correctly (most people don’t)

After this webinar you will be able to:

  • Turn contacts and tasks into your own customer relationship management program
  • Use Tasks to vastly improve sales; business development; customer service and project management 
  • Improved use of your calendar
  • Quick, effective email marketing
  • Do a personalised email merge


All Coming Instances

10:30AM - 11:30AM, Tue, 19 Mar 2019
Registrations Close: 18 March 2019
Class Limit: 50
Presenter: Debbie Mayo-Smith
Online: For those registered by webinar the links will be sent the day prior.
Registration Closed

Terms and Conditions


Discounts are available for group bookings.  Please enquire. 

The running of this workshop is subject to minimum attendees. 

No refund will be given if you do not notify us prior to the start of the event.


Full terms and conditions are available here
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