76. Cool CRM features of 17hats | Nicole of Let Nicole Help

Whether you're a 17hats user, you use another CRM or you simply want to learn more about what to look for in your first CRM, listen in to this episode jam-packed with automation and customization tips.    Nicole is the one who helped me refresh my 17hats account and she joins us again to share 7 of her favorite features of the platform.   After this chat, I've already gone back into my account and made some exciting updates. Take a listen, pick one to take action on and let us know what you chose!      TIMESTAMPS: 05:00 - building a quote 06:55 - workflows from choices 08:56 - multiple calendars 11:56 - custom fields 15:17 - to-do's 18:50 - Zapier connection 21:59 - project tags     RESOURCES MENTIONED: 17 Features of 17hats  BalloonCoach.com Havin' A Party Wholesale  17hats CRM (Customer Relationship Management) Tool   ____________________________     @thebrightballoon The LASER Focused Solopreneur  planner | courses | templates Support the show & join the book club