About
Send SOA by email or text message from a Contact Record or Client Connect Marketing.
48-hour tracking option is available. SOAs are stored in the Contact Record and can be viewed and printed as needed.
Agenda
  • Sending an SOA via Email or Text
  • Compliant 48 Tracking
  • Filter Client by SOA Status
Presenters
1742672567-22b57b83d4a53980
Anna Patrick
1750098190-e025bc4b37436364
Adrienne Ostrus
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