Wait, I can streamline my account setup with “Custom Fields”?!
Are you ready to become a CTM power user and get exponentially more ROI from your subscription?
If so, welcome to our brand-new Uncovering Hidden Gems live training sessions!
Every month we’ll be highlighting a “hidden gem,” an often-overlooked account function or feature capable of making your account more valuable (and your life way easier).
During each session, you’ll:
1. See the feature in action
2. Configure the feature yourself with step-by-step instructions
3. Take a look at that feature’s use cases and value to your account
June 2023 Uncovering Hidden Gems Live Training: “Custom Fields”
Are you using Custom Fields? They are a customizable feature that can help to add the data points which are important to you directly into your call log.