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3. Business Development Management

Build and track your contacts and client database alongside logging, tracking and completing goals & activities.

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Written by Robyn Neal
Updated over 9 months ago

Super-User Training has been designed for everyone. Whether you have never step foot in Talisman before, or you are wanting to refresh/improve your knowledge on how foundation workflows can be ran.

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​Go at your own pace - you can speed-up, slow-down pause and jump to any stage in the video. A few key points in the session are:
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00:00 Introduction

05:35 Talisman Chrome Extension

08:56 The Contact Profile & Managing Activities

14:07 Creating & Sending Terms of Business

Check Out the Comments! - if you go into the hosted link, you will be able to access the video activity where e have linked to other useful articles.

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