Diary Management

Demonstrating the use of 360 Advisor Features

Calendar Introduction
Calendar Functionality
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.

 


Email Integration

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