CCH ProSystem fx Practice Management - Marketing Training

This course focuses on using features within Practice Management to better track your marketing efforts. The content helps you determine how your employees attain new business. The need for up to date information concerning leads and prospects, as well as tracking Marketing Methods, Referral Sources and employee marketing efforts drive the course content. The course also covers the use of mailing lists to generate quick labels and letters.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Marketing
Program/Course Level: Basic

Objectives

• Create, maintain and contact leads and prospects
• Track marketing methods and referral sources to evaluate effectiveness
• Use client specific marketing information to evaluate employee marketing performance
• Use the Mailers and Quick Mail* features to automate processing of labels and letters
• Add marketing ticklers to your client profiles
• *The Quick Mail feature is only available if you license the Custom Library