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)

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 11th December¬†- 2.00pm

 

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