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MasterMind Call: December, 2016

On this month's call, we discussed: Personalized Support Best Practices; NEW! Advanced Automation Rules; NEW! Slack Integration; NEW! Case Tag Management; Strategic Planning for 2017 https://www.youtube.com/watch?v=vFQa-r5MLKs Note Template Ideas Phone Call Scripts Procedural Checklists Frequently Used Notes (like "Left Voicemail…") Strategic Planning (Free Gift) On this call, our guest speaker Laura Posey, shared best practices Keep Reading...

MasterMind Call: January, 2016

On this month's call we covered: Searching like a Pro, Advanced Case Search, WordPress Plugin Updates, Case Review Best Practices, FuseDesk LIVE, and Your LIVE Q&A! https://youtu.be/VyfCGC4vcKA?rel=0&showinfo=0 Basic Searches Mentioned during the call were these great examples of searches that you can try from the sidebar: Bob (name starts with Bob) B S (first name starts with B, last with S) Keep Reading...

MasterMind Call: March, 2014

On this month's call we covered: Tracking and mastering customer feedback; Leveraging FuseDesk from Campaign Builder; Email Automation with FuseDesk Email Rules; Preparing for a Product Launch; and, Using FuseDesk with your webinars! * This is available in HD. After you click play, click the gear icon at the bottom of the player and choose Keep Reading...

MasterMind Call: October, 2013

On this month's call we'll cover:  Communicating with vendors and third parties on cases; Integrating FuseDesk with Campaign Builder; Using Legacy Webforms with FuseDesk; Merging Existing Cases (New!); Splitting Cases (New!); Working with FuseDesk cases IN Infusionsoft; Your live questions, best practices and more! * This is available in HD. After you click play, click the gear icon at the bottom Keep Reading...