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Adult Acuity Assessment in the new Assessment Center 1The Adult Acuity Assessment (AAI) is being relocated into the new Individual Data System (IDS) The process is not changing as you will still submit
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How to fill out aai in new CRM:

01
First, login to your new CRM account using your username and password.
02
Once you are logged in, navigate to the "Settings" or "Profile" section of the CRM.
03
Look for the option to fill out the aai (account, opportunity, interaction) form.
04
Click on the form and it will open up with several fields to fill out.
05
Start by entering the relevant account information, such as the account name, address, contact details, etc.
06
Move on to the opportunity section and input details about the potential sales opportunities associated with the account.
07
Fill out any necessary fields related to interactions, such as past communications with the account.
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Make sure to save your changes after filling out all the required information.

Who needs aai in new CRM:

01
Sales and marketing teams: The aai in a new CRM is particularly useful for sales and marketing teams as it allows them to track and manage their accounts, opportunities, and interactions efficiently.
02
Customer support teams: Customer support teams can benefit from aai in a new CRM as it helps them keep track of customer interactions and resolve any issues quickly and effectively.
03
Management: Management can use the aai in a new CRM to gain insights and make data-driven decisions by analyzing account, opportunity, and interaction data.
Overall, the aai in a new CRM is beneficial for anyone involved in managing customer accounts, sales opportunities, and interactions. It helps streamline processes, improve communication, and enhance overall customer relationship management.
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aai stands for Annual Activity and Interest in the new crm system.
All employees and stakeholders must file aai in the new crm.
To fill out aai in the new crm, employees and stakeholders must log in to the system and complete the required fields.
The purpose of aai in the new crm is to track and report on annual activities and interests of employees and stakeholders for transparency and compliance.
Information such as financial interests, outside employment, and gifts received must be reported on aai in the new crm.
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