Data Entry Rules

These guidelines are designed to help you add clients and contacts and provide consistency across the Savanta database.

If we are consistently using the same style data is easier to find, we don’t duplicate, customers are kept happy and we can target specific types of customers and plan, execute marketing and sales activity effectively.

Remember you must complete every section to complete your Onboarding process! Once you have finished a topic, please mark the section as ‘Complete’ using the button below

Lesson Topics