CTM Software - Client Database - CRM Options and Client Summary

In this course, we will cover the following topics and processes:

• Importing family, friends, and past clients.
• Creating new clients.
• Setting up client types.
• Adding and managing client notes.
• Tracking referral notes.
• Creating labels and custom letters.
• Accessing the eContracts summary.

Payment and Registration Notes (please read!):

• For information on creating Training Academy accounts, registering for CTM courses, and more, please refer to this informational course.
• If you have any other questions or concerns, please contact the MRI Software Education Services team at Education@MRISoftware.com.

To return to the main CTM catalog page to view all courses, click here.