Managing Parent Accounts and Avoiding Duplicate Contacts

Managing parent accounts is no easy feat! Participants will learn the process of adding new accounts and associating them with students, ensuring accurate and up-to-date records. The session will cover the importance of establishing relationships from original entries, as well as techniques for avoiding duplicate entries to maintain a clean database. Additionally, we will discuss audits and reports available in the core system to ensure accuracy, the process of inactivating contacts, and the significance of maintaining notes. Privacy and no-contact concerns will also be addressed, providing participants with the knowledge to handle sensitive information responsibly. Join us to gain valuable insights and practical skills in managing parent account information efficiently and securely.

Cost: $90 per attendee.

PAYMENT: A PO for the amount of the training session should be made out to Marcia Brenner Associates and emailed to accounting@mba-link.com to confirm seating. Please be sure to include the email address to send invoices to when completing the registration form. International schools are subject to a $30 fee.

TERMS OF REGISTRATION: Cancellation Policy – Registrant shall pay a cancellation fee equal to fifty percent (50%) of the Webinar Cost and any processing fees if registrant cancels less than five (5) business days before the occurrence of any webinar. “No Shows” for webinars will be charged the full class fee plus any service fees.