Customer Factor newb

I signed up today, haven’t had any time yet to really even look at it.

You CF pro’s what would you recommend as best way or things to do first?

Thanks

Watch the videos!

Take the time to get all of your customers entered in, the rest is easy. Good luck, I’m sure you will love it.

I been using if for over a year and have yet to watch the videos. I need to. I love the software. I quit it once and tried to use Outlook instead. Boy was that a jackpot! I’ll pay $24.95 a month for TCF indefinitely because it works like a charm!