We still have P2 in Canada (not even P3!) and I am trying to use it better because my current system is really time consuming. Does anyone have any notes for how to use the contact management system to its fullest? Even if you have P3 notes, that may work.
I'm trying to figure out a way to track booking and recruiting follow up, pantry re-order follow up, out of the box calls, etc....
I'm trying to figure out a way to track booking and recruiting follow up, pantry re-order follow up, out of the box calls, etc....