From strategy through implementation to review and refining. Everything you need to apply Smart Client Management to your business
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2. Setting up Your KEAP Account
2.1 Branding and Company Details
2.2 Email Set Up
2.3 User Set Up
2.4 Compliance and GDPR
2.5 Products and Services
Introduction to Smart Client Management
1.1 Business Automation
3.1 Importing Contacts.
3.2 Creating and using Custom Fields
3.3 Applying Tags.
1.0 Start with Strategy
Review your business and work out the priorities.