In this episode of Accelerate Slate, Susanna Lehman and Katie Jordan dive into the ins and outs of managing travel and Trips effectively. We discuss the best practices for setting up Trips and the benefits of utilizing them. We also explore new Slate features, like Deliver precision timing and the modern UI, and share insights from Katie's Slate Summit presentation on using receipts to determine ROI. Plus, we touch on slate.org portals and connecting visits. Tune in for this valuable insight!
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)