Introduction to SymmetryCRM - Sydney

Tuesday, 10 May 2016 10:00 AM - 1:00 PM AEST

1 Chifley Square, Sydney, NSW, 2000, Australia

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Tuesday, 10 May 2016 10:00 AM - 1:00 PM AEST

Vow Financial Office, 1 Chifley Square, Sydney, NSW, 2000, Australia.

You are invited to attend the upcoming Introduction to SymmetryCRM workshop.

 

This training session will cover:

-Standalone Tools – How to save time using these functions

-How to Create an Account

-Establishing Customers within the Account

-Showing leads and the possible benefit of starting the process from leads versus loans

-Showing electronic lodgement to the lender

-Using the briefcase for storage and organisation

 

Event Details:

Date:

Tuesday 10th May 2016

Start time:

10.00am

Finish time:

1.00pm

Location:

Vow Financial Office – Level 11, 1 Chifley Square Sydney NSW 2000

CPD Points:

3 MFAA/FBAA

 

Please bring a pen and some paper along with you so that you can take notes during the training session. (Laptops are optional)

  

Registrations will close for this event at 5pm Tuesday 3rd May 2016. Register now to secure your place!

Cancellation policy

The Vow non-attendance fee applies to this event. If you register for this event and don't attend, you will be charged $25 unless you advise Vow in writing two business days prior to this event. Please advise us by emailing: events@vow.com.au

 

Vow Financial

https://www.vow.com.au

Vow Financial

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