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In this training we are going to explore the main source from where our marketing tool draws information: the contact file. All the information that you might need in order to segment your clients and prospects, and thus be able to address them properly, is going to be centralized here.

These are the topics that we are going to go though:

  1. The types of contacts
  2. How to find a contact
  3. The contact file

Here you'll find a set of exercises that will help you fix what you've learned.


You can also find the Power Point presentations below:



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