Best Practices in Using Project Templates to Manage Sales and Retention

Proactive efforts to reach out to members before it's time to renew can be some of the most effective activities you'll do all year, and WebLink's Project Templates can create a template so that you never forget to make the effort.

Project Templates automate several aspects of a successful effort:

  • Creating due dates and timelines
  • Auto-assigning tasks to all the right staff members
  • Tracking time spent on each activity
  • Logging the efforts under a Profile's record

Click below to download our Best Practices in Using Project Templates to Manage Sales and Retention

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