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How To Handle: Client Death
Join us for this webinar to learn all about managing contacts that have passed. It is important that we be there for our clients and/or their family members when they experience a death in the family. Going forward from these types of events, it is also important to keep that sensitivity consistent in our relationships with the living beneficiaries. Join us as we discuss how to best utilize the CRM when a client passes away. If you can't make this webinar, don't worry; it will be available for replay soon.

May 26, 2022 11:00 AM in Pacific Time (US and Canada)

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