Client & Contact Management

Jun 1 / Clarity Street
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In this Clarity Calls session, we'll be discussing the importance of Client and Contact Management in XPM. This is a crucial aspect of ensuring data accuracy and integrity, which is essential for any business to operate efficiently.
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During the session, we'll be covering some common errors that can occur when managing clients and contacts in XPM. We'll also be discussing how to avoid these errors by implementing best practices for data management. This will include tips on how to maintain data accuracy and integrity, as well as how to ensure that your XPM data is always up-to-date.
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One of the key topics we'll be discussing is archiving vs deleting clients. This is an important decision that can have a significant impact on your XPM data, and we'll be going over the pros and cons of each option. We'll also be discussing how to properly archive clients and contacts, and how to manage archived data in XPM.
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Finally we discuss the new changes to client and contact management in XPM. We'll cover how these changes affect your data management practices, and how to adapt to the new system to ensure that your data remains accurate and up-to-date.
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In this webinar, you'll gain a better understanding of how to effectively manage your clients and contacts in XPM, and how to avoid common errors that can impact your data. You'll also learn about the new changes to client and contact management, and how to adapt your practices to ensure that your data remains accurate and up-to-date.
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Watch a recording of this session below.