Best Practices and Protips On Adding New Clients or Migrating Client Data To Propel Your Business

It’s that time of year when we are migrating Annual Plans into the Propel Your Business Software. This often means increased data entry.

It is the same lift we experience when we onboard a client or move an existing client onto the software.

This is a playbook on how to utilize the tools in PYB to minimize your workload or teach a VA how to assist you.

Here is the document featured in the video.