Online Training

Birthday Search
Search for birthdays for clients or relations and send letters, print labels, or send e-mails. Even customize with the date of birth directly on your correspondence.
Watch 3:03
Importing Clients and Prospects
Learn how to import clients and prospects into SuccessWare from existing sources of data.
Watch 2:39
Adding Clients
Shows the entire process of creating clients and explains the fields and how they are used.
Watch 12:45
Adding Prospects and Clients
Learn the ins and outs of creating prospects and clients in SuccessWare.
Watch 26:06
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