Create a Personal Smart List
by: DemitriPublished on: 15/09/2026Create a Personal Smart List that allows you to select data for information and reports. You can also export form a smart list to further manipulate the data
Set Up a Platinum Call Count Automation
by: DemitriPublished on: 09/09/2026Set Up a Platinum Call Board with call count automation
How to Prepare and Import Client Data
by: DemitriPublished on: 08/09/2026How to Prepare and Import Client Data make sure the data is usable and has expected data for automations.
Check Formulas before Data Import
by: DemitriPublished on: 08/09/2026To avoid errors in data be sure to check the formulas. It may look correct but that does not me4an it is correct. Watch the video