Best Practices

 

 

When you get past the basics, there are numerous techniques you can use in Sansan. These let you constantly have fresh, useful contact data, wherever you're working today.

 
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Managing Accounts when Employees Leave

 

Keep track when people move on from your company

 

 

Read how to do this

 

 

 

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Keeping your Contact Data Up-to-date

 

Have fresh contact data always on hand, for accurate and personal communications

 

 

Read how to do this

 

 

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How to Solve Two Main Problems of WFH

 

Improve your work-from-home efficiency

 

 

Read how to do this


 

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Collaborating with Colleagues

 

Work together to make deals happen

 

 

Read how to do this

 

 

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Managing Your Appointments

On-the-go

 

For the movers and shakers to keep organized

 

 

Read how to do this

 

 

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Key Settings for Virtual Cards

 

Recommended settings to effectively use Virtual Cards

 

 

Read how to do this