Course curriculum

  • 1

    Introduction

    • Managing Prospects
  • 2

    Importing Prospects

    • Preparing Your Prospects Database

    • Downloads

    • Cleaning Your Data

    • Importing & Reviewing Your Data
  • 3

    Prospects Management

    • Database Inflows & Outflows

    • Database Inflows & Outflows in Invelo

    • Keeping Data Updated

    • Keeping Data Updated in Invelo - Coming Soon
  • 4

    Segmenting Prospects

    • Segmenting Your Prospects

    • Downloads

    • Segmenting Prospects in Invelo - Coming Soon
  • 5

    Course Summary

    • Final Thoughts & Next Steps