Lisa Ahearn’s Post

View profile for Lisa Ahearn, graphic

Senior Consultant at Full Sail Partners

Happy Valentine’s Day! ❤️ 🌺🌸💝 Let’s share the love for Vision and Vantagepoint! What are some things you love? I’ll start. Workflows and Screen Designer! Workflows offer so many possibilities, from getting critical data in and correct, to sending notifications when a due date is upcoming or a field has changed. Screen Designer gives each firm the ability to organize fields and tabs in an order that makes sense for them, and to add fields, tabs, and grids to track data that is unique. Add your favorite features and functions!

Stephany Socha

Data Ninja/Senior CRM Database Professional

8mo

I have to second you with workflows and screen designer, but also reporting. I love to dive into reports just for fun to see what I can develop. :)

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Lindsay Diven, CPSM

Marketing Manager: Full Sail Partners | Podcast Host: Marketers Take Flight | Trainer: Proposal Pro & Content Marketing Clarity Courses

8mo

I love dashboards! I learn about new ways to use them every week.

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