CRM Seminar

Sure Will Writer, software, drafting, course, Wills, LPA,

DURATION:
3 Hours
PRICE

INSTRUCTORS:

Categories

CRM

 

Get the most out of your Sure Will Writer!

Sure Will Writer has had a CRM (client relationship management) system included as part of your subscription since launch, but are you fully utilising this? If you want to learn more about what the CRM system can do and how to tailor it to yourself and your business then this seminar is for you. This 3 hour seminar will cover:

  • Navigating the system efficiently
  • Setting up account access restrictions for each user in your company
  • Setting up your pipeline
  • Adding automated notifications for you and your client
  • Customising what your CRM tracks
  • Filtering and building case lists for export and mail merge
  • Appointment booking
  • Customising letter templates

2019 Dates:

5th June, 09:30-12:30