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)

  • Thursday 22nd August at 11:30pm
  • Thursday 12th September at 4pm
  • Thursday 26th September at 4pm

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.