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Features to look out for in your CRM.
Whether you're a 17hats user, you use another CRM or you simply want to learn more about what to look for in your first CRM, listen in to this episode jam-packed with automation and customization tips.
Nicole is the one who helped me refresh my 17hats account and she joins us again to share 7 of her favorite features of the platform.
After this chat, I've already gone back into my account and made some exciting updates. Take a listen, pick one to take action on and let us know what you chose!
TIMESTAMPS:
05:00 - building a quote
06:55 - workflows from choices
08:56 - multiple calendars
11:56 - custom fields
15:17 - to-do's
18:50 - Zapier connection
21:59 - project tags
RESOURCES MENTIONED:
17hats CRM (Customer Relationship Management) Tool
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Small Business Systems Consultant
Hey, I’m Nicole & I’m a small business systems enthusiast! I help take creative businesses from scattered to scalable with customized workflows, most notably in the CRM 17hats.
When I look back at the various roles I've played as a coach, marketing coordinator and budget coordinator, there's always been one common thread in my work: setting up systems. This is because I just don't think you can build a truly sustainable and scalable business or team without a solid system supporting it.
I value integrity, authenticity and thinking outside of the box. I like to think that I'm creative, too... but usually with workflows, spreadsheets and formulas instead of balloons!
