360 Advisor

The 360 Advisor webinar covers the core elements of the 360 Advisor system such as; 360 Diary management & integration, managing your Hotbox & sale opportunities, basic case management & communication tools i.e. ‘Send Letter’, ‘Send Text’, ‘Send Email’. This webinar is aimed towards advisers getting the most out of the system or as an introduction to all users of the 360 Lifecycle system. (This session should last approx 60 mins.)

If you would like to watch a free, online training video of 360 Advisor, you can do so here