Hector MontalvoFeb 2, 2021Creating a Search for Today's BirthdaysPersonally wishing your member a happy birthday through a phone call allows you to connect with your member cognitively, emotionally, and...
Hector MontalvoJan 23, 2021Creating an Advanced SearchManaging 500-1200+ members can be daunting. It is important to remember the goal is to shrink your opportunity cost by calling and...