Relationship Building with Prospect Square

Total votes: 6

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

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