Setting Up a 1st To Know Account for a One Place Contact

by Scott Gaffan on September 11, 2020

Here’s the recorded version of my Tech Tips Thursdays class on how to set up a buyer with a 1st To Know account.  I have also included a link to the PDF tutorial.

If you would like to attend one of my Tech Tips Thursday sessions, just select the Class Schedule link in the top menu bar and choose the Tech Tips Thursdays class Join Live link Thursday mornings at 10:00 AM.

If you have any questions or if you’d like to request a topic for a future tech tip, feel free to call or email me anytime.

One Place Connect Setting up a Contact with a 1st To Know Account PDF

 

 

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