Demonstrating the use of Lead Management in 360 Advisor.
The hotbox is one of the most used features within 360 Advisor, offering you instant access to your opportunity’s. This short video will show you how to manage the configuration of your Hotbox.
Here we will show you more in depth process’s of your Hotbox, helping you stay at the forefront of your clients financial requirements;
Need to know how to postpone your leads, change priority or record an action? Here’s how;
Here we will show you how to refer a sale or transfer a client to another advisor;
There are different ways to view the details of a case record, here we show you how;