Use this link to share with your colleagues:
Best Practices: Data Management in the New Year: https://help.pm.leapevent.tech/a/1642667
PatronManager has a number of recently-added features to help you maintain a clean database. Harnessing the power of your data starts with good upkeep and data entry practices, so join us for an overview of the available tools to help you out! We'll discuss duplicate management, state & country picklists, qualification, and some tips & tricks to keep your data nice and neat.
This webinar is geared toward all users who enter new Contacts and Accounts into PatronManager, and the admins who maintain that data.
For best viewing quality, set the video quality to 1080p (click on the gear at the lower-right of the embedded video) and watch the video in full-screen mode.
Additional resources
- How to Set Up Duplicate Management for Accounts & Contacts
- How to Prevent, Find, and Merge Duplicate Accounts and Contacts
- How to Use State and Country Picklists
- How to Qualify (with Video Tutorial)
- All About Product Ideas
- This article has more information about updating existing data when creating a Ticket Order
- January 2023 Release Notes
- Data Project Services
- PatronManager Recommends These Apps!
- All About the Client Community