AppCrown Level II
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This series of webinars was made for advisors to learn advanced AppCrown functionality. Attendees will learn how to use various advanced functions to perfect your use of AppCrown Wealth Plus solution.



Available Recorded Webinars are:

Please use IE for best result

Monday @ Anytime

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     Setup Approval for Company Mailing & New Account Manager
  • Use Mailing Module to Add Mailing Members to do Mass Mail Merge
  • Setup Mailing Manager Approval to Approve Letter Template
  • Add Client New Account Info & Connect to LaserApp

Tuesday @ Anytime

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     Setup Reminder to Track RMD
  • How to Use AppCrown Reminder Module to Setup RMD
  • How to use RMD Module to Track RMD disbursement

Wednesday @ Anytime

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     Admin Function Class
  • Demo Key Functions for Admin - Class Only for Company System Administrators

Thursday @ Anytime

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     Date Manager
  • Setup Auto Alert to Alert Advisor's Client Meeting, Annual Review, Birthday, Wedding Anniversary Day, and Send Gift Card...etc




These Webinars will train attendees how to apply advanced AppCrown functionalities to their most critical business activities.

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

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






 
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