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.

 

Managing Accounts when Employees Leave

 

Keep track when people move on from your company

 

 

Read how to do this

 

 

 

Keeping your Contact Data Up-to-date

 

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

 

 

Read how to do this

 

 

How to Solve Two Main Problems of WFH

 

Improve your work-from-home efficiency

 

 

Read how to do this


 

Collaborating with Colleagues

 

Work together to make deals happen

 

 

Read how to do this

 

 

Managing Your Appointments

On-the-go

 

For the movers and shakers to keep organized

 

 

Read how to do this

 

 

Key Settings for Virtual Cards

 

Recommended settings to effectively use Virtual Cards

 

 

Read how to do this