Diary Management

Demonstrating the use of 360 Advisor Features

Calendar Introduction
Calendar Functionality
Calendar & Email Integration

Calendar Introduction

This video will show you how to navigate the calendar, add/edit or cancel appointments and block time. We can also guide you through creating an opportunity through the appointment;


Calendar Functionality
This brief video will show you how to manage your clients diligently.


Calendar&Email Integration

The 360 System enables you to integrate your Advisor diary with your personal diary, just follow these simple instruction;