XPlan/Enzumo Training & Accreditation - Melbourne

Multiple Dates

Level 16, 385 Bourke Street, Melbourne, VIC, 3000, Australia

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Multiple Dates

IRESS, Level 16, 385 Bourke Street, Melbourne, VIC, 3000, Australia.

This session will focus on:

  • Effective navigate XPLAN
  • Create a new client in XPLAN
  • Enter client information into the Wizard
  • Use the client information tools available,
    • Diary Management
    • Task & Workflow Management
    • Client file notes
    • Client lists & reporting
    • Correspondence including emails
    • Enzumo templates

Car Parking located near IRESS Melbourne Office – Galleria Car Park, 131 Elizabeth St, Melbourne, VIC, 3000

https://www.wilsonparking.com.au/park/3187_Galleria-Car-Park_131-Elizabeth-Street-Melbourne

Vow Financial

https://www.vow.com.au

Yellow Brick Road - Wealth

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