Workflow & Sale Management

This webinar will cover the functionality available within 360 Office Admin Pipeline, how to Case Merge, Case Delete and overall sale event management e.g. manually adding cases/sales, notes, documents & commission expectations. It is recommended that administrators, sales support or advisers who carry out their own administration and case tracking attend this webinar. (This session should last approx 45 mins)

  • Tuesday 30th April at 1pm
  • Tuesday 14th May at 1pm
  • Tuesday 28th May at 1pm

It is recommended that administrators, sales support or advisers who carry out their own administration and case tracking attend this webinar. (This session should last approx 45 mins)

If you would like to watch a free, online training video of 360 Workflow and the admin pipeline functionality, you can do so here.