Relationship Building with Prospect Square

Total votes: 11

How do you cultivate client relationships in a way that keeps your clients engaged - and - increase your referral base? Join us to learn more about Prospect Square - your key strategy to effortlessly keep clients and your SOI informed about what they care about the most. This hour long class includes:

  • What is Prospect Square and why do I need it?
  • What are the main differences between Prospect Square and InTouch or Zap?
  • Profile set up
  • Adding contacts
  • Report types and uses: Quarterly, Area, and Market
  • How to create  and share reports
  • Important actions to watch for in Prospect Square Analytics


Wed, 07/15/2020 - 6:09pm

Elaine Fine

Elaine Fine's picture


Sat, 10/10/2020 - 7:25am

Dina Reggio

Dina Reggio's picture

it is 

Wed, 11/11/2020 - 7:07pm

Deborah Mezzo

Deborah Mezzo's picture


Sun, 11/29/2020 - 12:58am

Melissa Mills

Melissa Mills's picture

Very useful. 

Thu, 01/07/2021 - 1:42pm

Patricia Bakosh

Patricia Bakosh's picture


Wed, 02/03/2021 - 2:07pm

Donna De Pasqaule

Donna De Pasqaule's picture


Sun, 02/07/2021 - 11:36am

Laura Nobil

Laura Nobil's picture


Tue, 02/23/2021 - 4:24pm

Cheryl Redmond

Cheryl Redmond's picture


Thu, 03/11/2021 - 11:22pm

Bella Maisel

Bella Maisel's picture


Wed, 04/28/2021 - 12:49pm

Grit Ellis

Grit Ellis's picture


Mon, 05/03/2021 - 11:52am

Daniel Tate

Daniel Tate's picture

Awesome Training Thank you

Wed, 10/06/2021 - 10:58am

Mary Williams

Mary Williams's picture


Sun, 10/17/2021 - 8:14pm

Clifford Boone

Clifford Boone's picture

Awesome training 

Sun, 10/17/2021 - 8:14pm

Clifford Boone

Clifford Boone's picture

Thank you 

Tue, 02/08/2022 - 3:46pm

Noushin Torabian

Noushin Torabian's picture


Tue, 05/10/2022 - 1:52pm

Regina Thomas

Regina Thomas's picture