Clients and Suppliers Database

Wednesday, June 10 11:00AM EST

AudienceAll users.
 Length45 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.
Register now!


More dates

Wednesday, July 1
Wednesday, July 22

If you have any questions you can send us an email to this address with: your name, last name and the name of the agency to which you belong.

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