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Tuesday, May 10, 2016 at 10:00 AM to 1:00 PM AEST
1 Chifley Square, Sydney, NSW, 2000, Australia
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Vow Financial Office, 1 Chifley Square, Sydney, NSW, 2000, 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 10th May 2016
Start time:
10.00am
Finish time:
1.00pm
Location:
Vow Financial Office – Level 11, 1 Chifley Square Sydney NSW 2000
CPD Points:
3 MFAA/FBAA
Please bring a pen and some paper along with you so that you can take notes during the training session. (Laptops are optional)
Registrations will close for this event at 5pm Tuesday 3rd May 2016. Register now to secure your place!
Cancellation policy 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
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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