Clients and Suppliers Database
Wednesday, June 10 11:00AM EST
Audience: All users.
Length: 45 minutes.
Limited space: 25 people max.
In this webinar we will guide you through the advanced functionalities of the clients and suppliers module.
Some of the topics we will discuss include:
- How to add a client / required fields.
- How to enter general information to the client profile.
- How to create networks between your clients.
- How to share clients with another agent.
- How to add a supplier, edit it and add the contact information.
- Differences between an administrator user and an agent user.
|Wednesday, July 1|
|Wednesday, July 22|
If you have any questions you can send us an email to this address firstname.lastname@example.org with: your name, last name and the name of the agency to which you belong.