SymmetryCRM: Managing & Reporting on Opportunities - Melbourne

Tuesday, 7 June 2016 2:00 PM - 5:00 PM AEST

543 Bridge Road, Richmond, VIC, 3121, Australia

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Tuesday, 7 June 2016 2:00 PM - 5:00 PM AEST

Symmetry Office, 543 Bridge Road, Richmond, VIC, 3121, Australia.

You are invited to attend the upcoming Managing & Reporting on Opportunities workshop.

 

This training session will cover:

-Importance of collecting as much data as possible

-Lead Scenario – Managing lead pipeline

-Lead Search – targeting ‘not proceeding leads’

-Briefcase – Tasks & SMS

-Reports – How’s your business doing? – Applications lodged, Unconditional, Settlement

-Reports – Keeping in contact with clients? - Birthdays, Activities

-Data Extracts – Fixed rate expiry & Broker choice

-Q&A session – Open q’s on what brokers want to know

 

Event Details:

Date:

Tuesday 7th June 2016

Start time:

2.00pm

Finish time:

5.00pm

Location:

Symmetry Office - Level 1, 543 Bridge Road, Richmond VIC 3121

What to bring:

Please bring a pen and paper to take notes during the session (Laptops are optional)

CPD Points:

2 MFAA/FBAA

Registrations will close for this event at 5pm Tuesday 31st May 2016. Register now to secure your place!

Cancellation policy

Cancellations: 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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