Introduction to SymmetryCRM - Melbourne

Tuesday, Apr 19, 2016 at 10:00 AM to 1:00 PM AEST

543 Bridge Road, Richmond, VIC, 3121, Australia

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Tuesday, Apr 19, 2016 at 10:00 AM to 1:00 PM AEST

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 19th April 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 12th April 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

 

Vow Financial

https://www.vow.com.au

Vow Financial

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