Introducing YGL and Facebook Lead Ads Integrations Using Zapier

Posted by Barry Mayer on 4/25/2017

YGL Integrations

Facebook is big. No, Facebook is massive! Here is one quick stat; worldwide, there are over 1.86 billion monthly active Facebook users (Facebook MAUs) which is a 17 percent increase year over year. (Source: Facebook as of 2017/02/01) What does this mean for you and me? Well in case you had any lingering doubts, statistically, Facebook is too big to ignore.

Something your company can take advantage of is the ability to integrate with Facebook and other important applications through services such as zapier. The You’ve Got Leads CRM now has the ability to allow YGL users to collect leads directly into their YGL account through Facebook Lead Ads using our integration with Zapier.

If you've never worked with Zapier before, it is relatively straightforward. First you simply create an account with Zapier and then create a "Zap", which helps connect the two applications. In this instance the trigger app would be Facebook and the action app would be YGL. Each application will also require some way to identify you. In YGL’s case, we have a unique (API) key that is specific to each community, when you setup a Zap it will ask you for this information.

The YGL Support team can activate the Integrations Tab for you upon request from the admin user for your account. A full description and instructional document which outlines the steps to setting up an integration with You’ve Got Leads and Zapier can be found here .

Facebook Lead Ads have proved to be a worthwhile advertising investment for many companies. Services like Zapier make it possible for CRMs like You’ve Got Leads to integrate with this valuable lead resource and save companies time and money involved with not only securing new leads for their organization but tracking them as well.

To find out more about our specialized software You’ve Got Leads, and how it can help senior living businesses, click HERE for a free online demo.

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Four benefits your organization is missing without an effective CRM

Posted by Barry Mayer on 10/10/2016

As salespeople and marketers, I bet we all remember the first reporting method we used to submit weekly sales and outreach activities to our managers. Depending upon your age this recollection could be very different.

For me it’s downright painful to recall the systems our sales team had in place to report weekly activity to our regional director. At the end of the week, I would actually fax handwritten notes to my manager Scott, which contained all of my sales calls, dates, and the results of my efforts. This process took an entire day each week (normally a Friday) to perform.

Poor Scott, as I can only imagine the effort he had to put in to organize, combine, and submit eight territory manager’s hand-written data to the corporate office.

There are many, but here are four main benefits your organization is missing out on without an effective CRM in place:

A centralized and secure place to store data

Good data is valuable. However, the ability to harness the data and easily share with your team through meaningful reports is true management visibility and control. Think about where your critical family of data is now. Is it located in separate notebooks, on individual computers in random files, in different Excel sheets or in someone’s head? It’s frightening to think about the potential for lost data with these tracking methods.

Efficiency

Writing by hand detailed notes about prospects, sources and tasks along with documenting results completely on paper, was clearly anything but efficient. CRM systems can significantly reduce the time and effort to record and report on daily sales activities and outcomes. Become more efficient by adopting the best tools available for the job.

Maximizing customer satisfaction

Research from Zendesk has shown that first response time correlates with customer satisfaction. Put simply the faster your response time the happier your customers will be. But if customers have to wait around for you to respond, they’re not going to be so happy. Adopt a great CRM, so that you can manage swift follow-up, and see your customer satisfaction improve.

CRMs make your manager's job easier

CRMs standardize how sales people track activities and prospect information, which in-turn streamlines reporting. Remove the CRM, and salespeople will track their activities in dissimilar ways, which makes it extremely difficult for managers to piece data together to form a clear picture. CRMs make data entry uniform, meaning managers can easily combine and scrutinize data to better understand the overall well being of their organization.

Most of us have moved on from the days of using a fax machine to share data. However, we all can benefit by taking a closer look at our current method of tracking customer data and address areas that need improving. To find out more about our specialized software You’ve Got Leads, and how it can help senior living businesses, click HERE for a free online demo.

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YGL New Features & Updates

Posted on 9/27/2016

Summary

In this release we have spent time working on general improvements to enhance YGL's usability and a few additional features in direct response to users' requests. As always we welcome your suggestions and feedback.

Cheers! The YGL Team

Highlights:

1. Lead Status Update- Added Lead Status (A, B, C or Hot, Warm, Cold) to Task Search and Task Calendar!

2. Task Drop Down Usability- You now only need to click once when choosing options from the drop down lists in task details!

3. New Inventory Exceptions Report- For accounts that utilize YGL's inventory module this report is located in the Inventory & Occupancy reports section.

All Updates:

New Features

-Added Lead Status (A, B, C or Hot, Warm, Cold) to Task Search and Task Calendar

-Single click drop-down lists in the task details

-Ability to view either 15, 25, or 50 records on the sources page

-New Inventory report that shows exceptions and allows users to fix them

-Ability to filter and export a list of leads referred by a single source

General Improvements

-Users can now change the task type within a scheduled move in task

-Users should be able to see more columns on lead search such as inquiry date

-Move out task details should be imported from transfer out detail

-Transfer and Close details should import data from move details

-Source detail drop-down on lead search should be sorted alphabetically

-The professional source company should be displayed by the source name in the Lead's master record.

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5 simple ways to improve your customer service:

Posted on 7/28/2016

Be a great listener: The first step to providing great customer service is to fully understand your client’s question or issue. This is accomplished by listening. Too often we offer advice too quickly and potentially miss valuable feedback and details that will help to ultimately resolve the issue at hand.

Be friendly: A positive and can-do attitude will put your customer at ease and ensure that they have a pleasant experience while addressing their needs. Remember to smile!

Be patient: One of the best qualities of a customer service interaction is the compassion shown by you! You have to remember that the customer is coming to you seeking your advice or expertise and that requires understanding. Ask questions and get to know the person behind the request!

Be thorough: Offer a detailed explanation of the solution and be sure that the customer understands any action steps they might need to take in order to fully address and resolve their issue. Obtain confirmation that the issue was resolved on their end prior to closing the support request.

Be the expert: It may seem obvious but customers rely on your knowledge and expertise of your own product. Take the time to learn and understand the nuances of your own solution and know who to turn to if you need help finding the right answer. Ultimately you want to be the go-to resource for your clients whether you know the answer up front or it takes more research on your part. Either way the customer will appreciate the hard work and effort put forth to ensure they receive the support they need.

To find out more about You’ve Got Leads, and how this specialized software can help senior living businesses, visit the website: www.youvegotleads.com

Visit our Facebook page: www.facebook.com/YouveGotLeads

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Come See Us at Argentum!

Posted on 4/27/2016

You’ve Got Leads, the senior care industry’s most robust occupancy solution, has announced that it will reveal a brand new identity at the senior living’s premier event and expo, the Argentum Senior Living Executive Conference next month.

You've Got Leads is a web-based customer relationship management tool. It is designed to help better evaluate relationships with prospective residents searching for the right senior living community.

The platform helps users track and manage leads and monitor the effectiveness of various communication methods. Users can schedule and organize tasks, check occupancy and produce real-time and accurate reports.

“We are excited to show off the new logo at one of the senior living industry’s largest events. The timing was right for us to refresh our brand identity because we started the process first by improving the user experience of our software,” said Barry Mayer, senior account executive at You’ve Got Leads. “I encourage anyone who is interested in the latest senior care CRM technology to come see us in person at the Argentum expo, booth 857.”

The Argentum Senior Living Executive Conference will take place between Monday 9th and Thursday 12th May, at the Colorado Convention Centre in Denver, Colorado. Bringing together thousands of senior living professionals from around the world, the annual Conference delivers a unique blend of executive-level education, professional networking and discussion about the most critical issues in the industry, as well as showcasing the latest in product development and cost-saving strategies. Representatives from You’ve Got Leads will be on hand giving visitors exclusive demos of the software and answering any questions they may have. Visitors to the booth will also be given the chance to win a prize as well as take advantage of special show pricing.

To find out more about You’ve Got Leads, and how the specialized software can help senior living businesses, visit the website: www.youvegotleads.com

Visit the Facebook page: www.facebook.com/YouveGotLeads

See the original article here

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Why are you still tracking leads on paper?

Posted on 3/25/2016

Sales tracking is not something that should be done by hand on paper. Manual sales tracking and lead management via a notebook or an Excel spreadsheet inevitably leaves too much room for errors. As the manager of your business how can you quickly answer simple questions like: How many open leads do I have right now in my sales pipeline? Which sales-phase is each one of those leads currently in? What actions have I scheduled to advance these leads through the sales process? What are my best lead source channels? What am I doing to generate more qualified leads from my sources?

Drawbacks of using a paper file tracking system, to name a few: 1. No quick and easy way to access lead and/or task data. 2. Little or no security (especially when tracking PHI) 3. Using a manual method of tracking makes your staff indispensable; if they leave, their notebook goes with them 4. A complete absence of reporting 5. No standardization, organization or collaboration with lead tracking amongst staff members 6. No back-up of valuable data

A smarter solution is to adopt a secure, effective and easy-to-use lead management system to track all of your business while sharing that information in real time with your team.

Automated lead tracking and management of the sales pipeline provides a central storehouse of essential information about your business. Housing this data in one place provides you the ability to export that data in a meaningful format to perform e-blasts, marketing campaigns, and other important collaborative efforts to replicate success.

An effective sales tracking solution like YGL does not have to be complicated, expensive or require intense resources. Every business, regardless of size, should seriously consider automating their sales tracking processes.

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Who wants a custom field in YGL?

Posted on 3/16/2016

New Custom Field Options in YGL

Please raise your hand if you’ve ever wanted a custom field to be added to the different sections included in the Lead Profile form. Tracking information about a potential resident can be time consuming when there is so much to record and save related to the ongoing consultation, preferences and needs of the family. YGL is improving the ability to quickly track critical data by providing users the option to include their very own customized field in the lead’s contact form.

This is a free modification and specifically available in the Primary Contact, Resident Contact, Resident Profile, or Financial Information sections. Field options include: drop down list, checkbox, textbox, or date picker. For example, you may want to quickly track what profession the potential resident was or is in. Perhaps you live in a bilingual region and would like to quickly and easily record the inquirer's primary language. Click Here to review this feature and all other free customizable options in YGL.

Want to improve your own organization’s lead profile forms? Whatever your specific preference for the custom field may be, it’s only a few simple steps to include this feature in your own YGL account.

Step 1: Decide what type of field you want to add (e.g. drop down, checkbox, textbox, or date picker) and what to call it. (title)

Step 2: Specify the options to include with the custom field. E.g. if a drop down, what options should be included in the list.

Step 3: Submit your request to YGL Support at support@ygl.zendesk.com

See that, easy as 1,2,3. Remember to visit the YGL Help Center to find out more about YGL’s features, view helpful videos and review helpful FAQs.

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API's and the Cloud

Posted by YGL Team on 3/1/2016

The meaning of 'cloud' computing and API

I think we’re all in agreement that cloud computing is here to stay. Web-based, Software as a Service (SaaS), and hosted are terms that have become increasingly familiar over the past decade. So what does “in the cloud” actually mean? To put it succinctly, the cloud is an intricate web of interconnected global services working together to bring you data…pretty vague, right? To further clarify, you begin with a hosting environment or the “home” of the cloud. This is where your physical resources, such as servers, are actually stored and kept safe and secure. This is just the first part however. In addition to these physical resources there are applications, data processing, and end-user information that must all connect for particular cloud-based services.

So how does this cloud connection take place so that secure data is delivered over multiple applications? That’s where the contemporary API (Application Programming Interface) comes in to play. Service-based APIs and connectivity tools allow different applications to integrate and share data to better utilize resources. You’ve Got Leads is pleased to announce the official launch of its new API. This advanced data import/export API functionality ensures a smooth flow of information between YGL and a host of other software packages.

To find out more about YGL’s API services go Here.

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April Newsletter

Posted on 4/21/2015

Announcements

It’s our newsletter’s one-year anniversary (woohoo)! Thanks for being an amazing audience and we hope to bring you more interesting and relevant content for many more years to come.

We are very pleased to announce the addition of duplicate lead check to the You’ve Got Leads platform. This much anticipated feature provides the user the ability to quickly search for any potential duplicate leads directly from a lead’s profile page. In addition you will find a brand new Duplicate Lead Check report which displays all potential duplicates in your communities database.

To review this functionality with screen shots and more detail, please click Here.

The YGL team welcomes your feedback and we will continue to improve this feature along with the YGL platform as a whole. Please reach out to us any time with questions.

-YGL Support Team

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10 Tips for Researching Lead Management Programs

Posted on 2/23/2015

Your marketing efforts have paid off and your organization is securing more quality leads than ever – great job!

An essential question now is how do you ensure that each lead receives the nurturing and attention it deserves? Ultimately the decision is made to adopt a better and more efficient method of tracking these valuable leads.

In this age of new and developing technology, companies are presented with more and more program choices which undoubtedly holds true in the realm of CRMs. Conducting extensive research and wading through the sea of potential solutions can be intimidating. Below are several points to keep in mind if you find yourself charged with the task of pinpointing an effective lead tracking solution for your company:

1. This should not be viewed as an ‘IT project’. Sales & marketing professionals will be the individuals using the program every day.
2. Most programs offer a free, online demo. Schedule and invite the eventual users of the program to the presentation.
3. Ease of use should be a chief consideration. If the application is too complicated end-users will not embrace the tool and therefore good data will not be entered consistently.
4. Often organizations are better off adopting a CRM specific to their industry. Work-flow and functionality is already geared for their business so less costly customization.
5. Software as a Service (SaaS) model or on-site. Hosted solutions are becoming more and more popular because the host company assumes nearly the entire IT burden saving the customer significant time, development resources and money.
6. Security and HIPAA Compliance. In the Senior Care Industry a heightened level of security is needed due to the PHI information that will be entered into the system.
7. What is the potential system’s reporting capabilities? And how easy is it to run reports? Are they real-time? Do the reports automatically roll-up by community, region, division and corporate?
8. Cost: Monthly license? One-time fees? Time-frame to implement.
9. How will my people get trained on the new program? How does the CRM provider support its users?
10. Best-of-breed application vs. Integrated Suite. With the API (application programming interface) technology available today, integration across applications makes it possible to choose a best of breed solution. There is no longer a need to compromise and adopt a sub-par lead tracking system just because it’s attached to a billing and or clinical program.

We welcome your comments and questions so feel free to reach out to us any time.

The You’ve Got Leads Team
E: support@ygl.zendesk.com
P: (866) 333-0789

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January Newsletter

Posted on 1/27/2015

Announcements

We are officially into our new year!

January is always a great starting point to bring forth new intentions, leave things in the past and overall be better. The staff at You’ve Got Leads have also started that thought process and begun bringing you improvements into the YGL program.

Right now, our biggest and newest feature will be the new billing system. We are offering our partners the ability to see your invoices and pay them all online. For more information on this transition, click here.

Do you feel like you and your team are all on different pages with YGL? Is there a lack of consistency for your property? Reach out to support to see how we can get you all on the same page for 2015!

-YGL Support Team

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December Newsletter

Posted on 12/23/2014

Announcements

Happy Holidays everyone!

This month, we have been working diligently to assist our partners but also improving our functionality for the users. We’ve improved reports starting with better understanding of where the unknowns are populating from, we’ve also improved filtering to print mailing labels and managing your users.

We are also preparing our second round of informational notices regarding the change of billing systems. Please do not hesitate to reach out to us at the support team with any questions or concerns you may have. We do ask, if possible, to have the person in charge of your billing reach out to us for further details.

For the holidays, our offices will be closed Wednesday, December 24th and Thursday December 25th. Please feel free to submit a support request (you can use the blue envelope to the right too!) and we will respond as soon as we can.

We wish you a joyful holiday season and a happy New Year!

-YGL Support Elves

Happy Holidays!

We realize that this is a busy time for you and your community especially with spreading the holiday cheer.

We just want to say, thank you for all the hard work that you do. You are always striving to better the lives of others and we just want to send our love and appreciation.

Please take this time during the holidays to relax, eat your favorite foods and enjoy the company of your loved ones.

See you next year!

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Important You've Got Leads Billing Notice

Posted on 12/16/2014

IMPORTANT NOTICE TO YGL CUSTOMERS/ACCOUNTS PAYABLE: February 2015 Changes to YGL Billing

Please forward this notice on to an accounts payable supervisor for your community or group. These changes affect how your organization pays for You’ve Got Leads service.

Dear Valued YGL Partner:

Our billing system is changing. What you need to know:

* As of February 1, 2015 YGL is moving to an automated billing system.
* YGL invoices will be sent to the customer electronically over email. No more paper-based invoices will be sent.
* Payment of YGL invoices will be processed via credit card or ACH debit. Expect further communication this month regarding how to provide your credit or debit card information to the new You’ve Got Leads billing system.
* Along with the new billing system YGL is moving to pre-pay (vs. in arrears) as of Feb 1, 2015.
* To alleviate the impact of two invoices being due at once customers will have until Feb 15th to remit payment for their final in arrears invoice for January’s usage. The initial pre-pay and automated invoice will be received and processed on Feb 1st.

This new automated method of billing will facilitate more consistent, complete and accurate information. Less time chasing paper will ensure that payment information is accessible to the right personnel quickly so they can take the necessary action and move on to other tasks.

Thank you for your attention to this change and please feel free to reach out to us with questions.

The YGL Team
(e): support@ygl.zendesk.com
(p): (866) 333-0789

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November Newsletter

Posted on 12/4/2014

Announcements

With all the upcoming holidays, we want to share our gratitude for the incredible partners we get to interact with every day.Thank you, thank you, thank you!

Is it too early for presents? We don’t think so! We’re adding some features to the YGL program that will make your life easier. Wondering what that mysterious number is next to unknown in reports? Soon you’ll be able to click unknown to see the leads populating into that row. Improvements that are already in your system include improvements to the inventory options and the new property dashboard tiles.

Also keep in mind that with the holidays, our offices will be closed Thursday, November 27th & Friday, November 28th for Thanksgiving. If you do have any questions or concerns, please do not hesitate to submit a request to the support team and we will answer as soon as we can.

From the entire You’ve Got Leads team, we wish you a safe and food-filled Thanksgiving!

-YGL Support Team

YGL For You

Got questions about how YGL can better fit your needs? Want to learn how to “properly” record something in your database?

Reach out to support! We are always more than happy to provide you all options and tutorials for YGL.

How do I contact support?

Well the fastest way is through our ticket system! Click here to submit a ticket!

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Techy Word of the Day!

Posted on 11/19/2014

Sometimes these techy terms stump us but we see them everywhere and we want to know what they mean. YGL presents, Techy Word of the Day where we break down what it means and why it’s so important.

Today’s word is:

The “Cloud”

What is it?

The Internet is a network of networks, which provides software and hardware infrastructure to establish and maintain connectivity of the computers around the word, while Cloud computing is technology that delivers many types of resources over the Internet. Therefore Cloud computing could be recognized as a technology that uses the Internet as the communication medium to deliver its services. The Internet can exist without the cloud, however global cloud computing cannot exist without the internet.

Why is it important?

One reason is you normally get lots of storage for little to no cost. So all those vacation photos you have from the Caribbean can be placed into the cloud which frees up significant space on your computer. Still want to access your photos to send to family? Not a problem as most cloud (or internet) based programs allow you to share directly from their website. For companies a hosted or cloud-based solution is often the much better way to go because it allows them to store large amounts of data without assuming the IT burden surrounding the data security and back-up, along with the costly maintenance of servers/hardware in a designated and safe hosting environment.

Stay tuned for our next techy term!

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October Newsletter

Posted on 10/28/2014

Announcements

Happy Halloween!

We know with all the spook-tacular festivites happening, it is important to not get behind.

We’ve made some updates to our program to help you keep up with all your tasks such as bettering our reports through both user utilization and tracking tasks. We’re also making it easier for multi-property users to toggle back and forth between different communities.

YGL users are also gearing up to have more management visibility with their properties’ occupancy and sales activity than they’ve ever had before. Here is a sneak peak at the You’ve Got Leads new property dashboard and ‘command center’ coming in November: Click for Sneak Peak at YGL’s New Dashboard

Always feel free to ask any questions you may have and we are more than happy to assist! Now if only we could get super support hero capes for our team…

-YGL Support Team

Passwords are like Keys to your Car…

…and without the keys to your car, good luck getting any where!

So what happens when we lose our keys, I mean, passwords?

We’ve made it easy for you to reset your passwords and don’t require any specific combination of letters, passwords, special characters, etc.

On the log-in page, simply select the link underneath the purple “Login” button that says “Forgot Password?”. It will then ask for your work email address which you will want to type in and select “Send Instructions”.

If you think we may have the incorrect email listed for your specific log in, please click the “Support” tab and submit a request stating so. We will be happy to check your login credentials.

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September Newsletter

Posted on 9/23/2014

Announcements

Happy Fall!

We hope everyone has had an incredible summer and is ready for all the fall festivities.

To help you get the most out of your program, we’ve improved some of our functionality.The task search option now gives you the ability to search past a year, we’ve improved the exporting of items and overall performance.

We do have some more great things in the pipeline so be sure to stay tuned!

With the upcoming holidays, please keep in mind that we will always notify our partners with our upcoming closures through both the message board on the home dashboard as well as through our newsletter.

Do you crave for more information? Would you like more from the trainings? We would love to know! Send support an email with your suggestions! We would love to know how we can help you better.

-YGL Support Team

Clear the Cookies!

Not just the chocolate-chip kind but internet cookies too!

A lot of slow down and smaller errors are caused by the build up of cookies and cache. Make sure to clean out your cookies at minimum one every other week so that your internet is working at it’s fastest.

Using Internet Explorer? Click here for instructions
Using Google Chrome? Click here for instructions
Using Mozilla Firefox? Click here for instructions

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Defining Level of Care

Posted on 9/15/2014

Your community is renowned for your hospitality and the many types of care you offer to families. But how does one really define what type of care they may need? What guidance can I bring to families that will match their needs to our services?

Primarily for those in contact with the families, it’s a true talent to be able to listen to the concerns of the family while understanding that sales goals need to be met. To help alleviate some of the stress of balancing both those sides, one community recommends to inquirers that they make a list:

“We recommend making a list with someone you trust of what you need and want. For example, you may need assistance with washing and changing the linens on your bed and preparing one meal per day. You’d like to have help with other light housekeeping chores weekly, and it would be nice if you could have transportation to and from your primary care doctor for occasional appointments.

No matter how big or small your list is, bring it up with the person you’re working on your move with, and ask them how these needs can be met. They will be glad you brought them up and provide you with what needs can be met, at what cost, what may be included or not, and what they cannot accommodate. (Chances are you’ll be hard pressed to find a need that can’t be met.) You might even find that many of the services you want are included in rent depending on what part of the senior living community your apartment will be in” (Three Pillars Senior Community Blog).

With good intentions, it is always best to go over such a list and show physically which characteristics fit into which appropriate care type and which things you can also add into their stay as an “add-on”. By helping them see how you can provide for their wants and needs, it brings them a sense of relief that their loved one is in good hands.

You’ve Got Leads users are able to keep track of all of this information in one place. They have peace of mind knowing the family’s needs, wants and detailed communication will be efficiently tracked in each individual record’s tasks and notes section. Also, the leads profile, or “master record” prompts the user to recall the important questions to ask, and provides an organized method to track these critical pieces of information throughout the family’s inquiry and search process.

Families along with the YGL team appreciate your compassion and all the hard work you do for our loved ones. We strive to make these processes easier for you so that you can focus on your work and your organization can really see you shine.

-Amanda Lim You’ve Got Leads Support Team Member

Pangborn, K. (2014, August 22). What’s a Level of Care? Retrieved September 15, 2014, from http://threepillarsseniorlivingcommunities.wordpress.com/2014/08/22/whats-a-level-of-care/#more-172

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August Newsletter

Posted on 8/28/2014

Announcements

We hope you are enjoying the dog days of summer!

As always, we’ve created this newsletter to help our partners learn about our upcoming projects as well as any new “behind the scenes” features we’ve added. We welcome your feedback and appreciate your partnership!

Our tech team is in the process of improving the functionality of tasks as well as reports and will have more information for you soon.

A friendly reminder that our offices will be closed on Monday, September 1st in observance for Labor Day. If you do have any questions or issues that may arise, please contact support by submitting a request and we will reach back out to you as soon as possible (you can also click on the blue envelope to the right).

Need a guide-through or a tutorial for something in YGL? Click the blue Help Center button below! It contains some great tips, tricks and helpful articles for getting the most out of your program.

Corporate Users: We Love You too!

Are you a corporate user looking for more information on how YGL works for you? Are you interested in some of the reports and not sure what information is being conveyed?

Join us on our Corporate user training webinars twice a month!

We offer seminars that are specifically geared towards a corporate user’s perspective with emphasis on reports and any questions you may have. Our upcoming webinars are September 4th, September 18th, and October 2nd. Register for them here (and make sure to select ones labeled Corporate User Training).

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