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Tuesday, Jun 7, 2016 at 10:00 AM to 1:00 PM AEST
543 Bridge Road, Richmond, VIC, 3121, Australia
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Symmetry Office, 543 Bridge Road, Richmond, VIC, 3121, Australia.
You are invited to attend the upcoming Introduction to SymmetryCRM workshop.
This training session will cover:
-Standalone Tools – How to save time using these functions
-How to Create an Account
-Establishing Customers within the Account
-Showing leads and the possible benefit of starting the process from leads versus loans
-Showing electronic lodgement to the lender
-Using the briefcase for storage and organisation
Event Details:
Date:
Tuesday 7th June 2016
Start time:
10.00am
Finish time:
1.00pm
Location:
Symmetry Office - Level 1, 543 Bridge Road, Richmond VIC 3121
What to bring:
Please bring a pen and paper to take notes during the session (Laptops are optional)
CPD Points:
3 MFAA/FBAA
Registrations will close for this event at 5pm Tuesday 31st May 2016. Register now to secure your place!
Cancellation policy Cancellations: The Vow non-attendance fee applies to this event. If you register for this event and don't attend, you will be charged $25 unless you advise Vow in writing two business days prior to this event. Please advise us by emailing: events@vow.com.au
Cancellations: The Vow non-attendance fee applies to this event. If you register for this event and don't attend, you will be charged $25 unless you advise Vow in writing two business days prior to this event. Please advise us by emailing: events@vow.com.au
https://www.vow.com.au
Vow Financial
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