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How to sign up client for ActionCOACH’es

ActionCOACH’es How to register your client using Client Connect. What is Client Connect? Client connect is a feature that enables a Soffront CRM subscriber to connect with his client’s CRM database and access certain information. His clients must also be a...

Workflows and how to use them

  Succesful business coach & ActionCOACH Heather Yakes from ActionCOACH in Columbus, OH identifies workflows as an essential CRM tool. “Soffront has a great workflow management and task system. So I can very easily go in and set exactly my sales process, my...

And You Thought You Were Ready For Your CRM?

Lay the proper foundation. Have your data records (Leads and Customers) all in one place; preferably on a .csv spreadsheet file ready for importing. Make sure that the information on that spreadsheet is as accurate as possible. Know what Groups they belong to. Prepare...