Relationship Building with Prospect Square

Total votes: 11

How do you cultivate client relationships in a way that keeps your clients engaged - and - increase your referral base? Join us to learn more about Prospect Square - your key strategy to effortlessly keep clients and your SOI informed about what they care about the most. This hour long class includes:

  • What is Prospect Square and why do I need it?
  • What are the main differences between Prospect Square and InTouch or Zap?
  • Profile set up
  • Adding contacts
  • Report types and uses: Quarterly, Area, and Market
  • How to create  and share reports
  • Important actions to watch for in Prospect Square Analytics


Wed, 07/15/2020 - 12:09pm

Elaine Fine

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Sat, 10/10/2020 - 1:25am

Dina Reggio

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it is 

Wed, 11/11/2020 - 2:07pm

Deborah Mezzo

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Sat, 11/28/2020 - 7:58pm

Melissa Mills

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Very useful. 

Thu, 01/07/2021 - 8:42am

Patricia Bakosh

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Wed, 02/03/2021 - 9:07am

Donna De Pasqaule

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Sun, 02/07/2021 - 6:36am

Laura Nobil

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Tue, 02/23/2021 - 11:24am

Cheryl Redmond

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Thu, 03/11/2021 - 6:22pm

Bella Maisel

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Wed, 04/28/2021 - 6:49am

Grit Ellis

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Mon, 05/03/2021 - 5:52am

Daniel Tate

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Awesome Training Thank you

Wed, 10/06/2021 - 4:58am

Mary Williams

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Sun, 10/17/2021 - 2:14pm

Clifford Boone

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Awesome training 

Sun, 10/17/2021 - 2:14pm

Clifford Boone

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Thank you 

Tue, 02/08/2022 - 10:46am

Noushin Torabian

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Tue, 05/10/2022 - 7:52am

Regina Thomas

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