AppCrown @ Work
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Dear Clients,

This is the schedule for our next Webinars on AppCrown At Work™:



Highlights of the Webinar will include:

  • Automated client segmentation and segment change notification via Salesforce Workflow triggers
  • Setup Salesforce Console to increase Salesforce adoption by creating a variety of household, individual and task views
  • Leveraging Service Monitor HH to track your connections with your clients
  • Define client connection via Contact Success and Meeting Occurred checkbox in Task and Event, respectively
  • Customize Notes/Activities Viewer to fit your personal needs
  • TaskNote to get your work done faster
  • Using Financial View to see your client performance
  • My Orion Report to let you see what you always wanted to see when you are reviewing a client if you are using Orion Advisory Services.
  • My MoneyGuidePro to let you see the latest financial planning report if you are using MoneyGuidePro.
  • QuickStart explained - putting all core functions at your fingertips with a click of button -- for example, you can display the following combination as "page 1".
    • My Orion Report
    • Notes/Activities Viewer
    • Financial View
    • TaskNote
This is a feature packed 60 minutes Webinar, containing a 45 minute features demonstration followed by 15 minutes of Q & A.

AppCrown will schedule monthly AppCrown @ Work™ Webinars to educate you on how to make the most out of Salesforce and AppCrown Wealth Plus™. For the current schedule, please goto AppCrown web site and select Training tab.


 
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