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Method CRM - Getting Started Series - Home Tab and Shared Lists

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Uploaded by on Sep 22, 2011

In this webinar, we'll go over the significance of the info displayed in the home dashboard and how to create/maintain email templates. In addition, we'll also explain the concept of shared lists and show you how you can set data access permissions between each user in Method. Do you want to see that person's data but prevent them from seeing yours? We'll show you how.

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Education

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