Radius Bob

[radiusbob]

Nope, we have a Welcome Call Placed to 15 Day Free Trials within the first or second day, then after a few days we suggest setting up a 30 Minute One on One Demonstration.

Knowledge Base house about 30 Video Tutorials as well...

 

[Advisor06]

Hello,

I am really enjoying this CRM that many people recommend on this forum. There is one little quirk that is annoying me though. If you add a task to any of your clients or even a renewal it automatically shows a notification on this little bell (to the left of the account tab in the top right). I feel like it shouldn't show a notification until the task is due. For example - I made a note to call a client 2/4/2019 to set up a follow-up appointment. The notification shows up right now even though it isn't due until 2/4.

Does this bother anyone else or am I just nitpicking?

thanks,

ben

How do you feel about the CRM...still enjoying it?

 

[chahal]

Doesn't seem to enjoy.