Simpatico offers you two dynamic tools for marketing to potential clients: Prospects (found in the Organizer) and Marketing Campaigns. To get the most out of these tools, you want to begin by entering your prospective clients in the Organizer, on the “Contacts” window. Within Contacts, you can enter all new Prospects by clicking..
Category: Best Practices - page 2
Simpatico utilizes a one-hour timeout system. After 1 hour of inactivity in the system, you will be prompted to continue working; if this prompt is not clicked, you will be auto-logged out. A note on multiple open tabs/windows: If you have multiple tabs/windows open for Simpatico, and you log out of one window, every..