Why are the CRM fields "Prialto Notes" and "NC-PA" so important to success with your number?

Improves member / PA communication
2. Reduces the risk of you missing a meeting
3. Helps you effectively manage your inbox
4. Backup PAs can quickly understand the scheduling status of every contact

When scheduling for your members, the goal should be to manage your follow-up actions from your members CRM instead of your in-box. There are several reasons using these fields are important to your success with your member. Using these fields allows you and your member to work on the same page and understand each other, and reduces the chances of you missing a meeting. A small inbox is the sign of a great PA, so using CRM instead of your inbox helps you conserve space. Since all PAs use the same process, backup PAs can easily pick up where you leave off.