Key Takeaways: How Local Business Pro Works
The most important concepts about how Local Business Pro works as an integrated system. Quick reference guide.
Quick Answer: Contacts are central, offerings drive automation, custom objects provide context, AI extraction saves time, data flows forward, and updates propagate.
Key Takeaways
- Contacts are the center - Everything connects through contacts
- Offerings drive automation - Configure well and the system follows
- Custom objects provide context - Track what you service, not just who
- AI extraction saves time - Conversations populate records automatically
- Data flows forward - Information entered once carries through
- Updates propagate - Change once, flows to new records everywhere
Frequently Asked Questions
Q: Where should I start?
A: Configure offerings well first - they power everything else.
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Last updated: February 1, 2025