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)

  • Monday 10th June at 4pm
  • Tuesday 25th June at 1pm
  • Monday 8th July at 1pm
  • Monday 22nd July 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.