AppCrown Wealth Plus
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This series of five webinars is designed for AppCrown Wealth Plus users looking to advance their knowledge and the use of their CRM. Attendees will learn how to apply AppCrown technology to their daily interactions with Salesforce CRM.

Available Recorded Webinars are:

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Monday @ Anytime

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     Session 1 - Intro AppCrown Wealth Plus
  • Wealth Plus System Overview
  • Introduction to AppCrown 2016 New Functions

Tuesday @ Anytime

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     Session 2 - Service Monitor
  • Use Your Client Assets to Setup Different Tier in the AppCrown Service Monitor Dashboard to Monitoring Client Service

Wednesday @ Anytime

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     Session 3 - Manage Daily Financial Account Data
  • Create Listview to Check Daily Financial Account Data
  • How to Convert Unlinked Financial Accounts
  • Manually Enter Financial Account

Thursday @ Anytime

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     Session 4 - AppCrown Workflow
  • How to Use AppCrown Workflow
  • Use AppCrown Workflow Engine to Create / Edit Your Workflow Templates

These Webinars will provide attendees with the unique opportunity to learn how to apply advanced AppCrown Wealth Plus functionalities to their most critical business activities.

AppCrown Wealth Plus webinars were held every Monday to Friday at 2pm to 3pm ET and 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

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