How to Prepare to Work With Patrons & a Way to Find New Relatives in Tree (April 24, 2024)


This is a great lesson for new consultants and any continuing consultant who wants to refresh their knowledge of the tools we use in working with our patrons. The first half of the class teaches the six steps we should go through in preparation for creating a lesson for a patron. The second part of the class will focus on a tried and proven way to approach finding new people to add to Tree.


Link to the recording of the class Link to the PDF of the slides


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