Salesforce Essentials - Advanced
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This webinar is made for advisors to learn the unique AppCrown New Account Opening and LaserApp Integration functionality. Attendees will learn how to use these two additional functions from AppCrown to open new financial accounts at clearing/custodian and generated complete LaseraApp integrated application forms. With this advanced function, your new account opening process will be tightly connected to your back-office system and let you achieve straight-through processing.

Upcoming scheduled webinars are:



Salesforce Essentials - Advanced webinars will be held every Friday at 3:30pm to 4:30pm ET and be comprised of 50 minutes of training and 10 minutes of Q&A

We look forward to your participation and the opportunity to help you better leverage our technology to achieve higher efficiency and grow your business.

If you have any questions, please email training@appcrown.com