Wednesday, August 29, 2007
E-Team Meeting
Thanks to the E-Team members that showed up for the E-Team training session with Leslie Walsh of Prudential. Several great items she shared: (1) you can create a saved search for your registrants who have not saved a search (2) you can save a listing to their portfolio; and (3) you can turn on subscriptions. These are all great ideas. However, we do recommend that you send an e-mail telling your registrant what you are doing and giving them the chance to respond with an opt-out for the change you made to their profile.
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