XPlan/Enzumo Training & Accreditation - Brisbane

Multiple Dates

Level 2, 307 Queen Street, Brisbane, QLD, 4000, Australia

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Multiple Dates

IRESS, Level 2, 307 Queen Street, Brisbane, QLD, 4000, Australia.

This session will focus on:

  • Effective navigate XPLAN
  • Create a new client in XPLAN
  • Enter client information into the Wizard
  • Use the client information tools available,
    • Diary Management
    • Task & Workflow Management
    • Client file notes
    • Client lists & reporting
    • Correspondence including emails
    • Enzumo templates

 

Car Parking located near IRESS Brisbane Office – Secure Parking sites located on Queen St, Brisbane, QLD, 4000

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Vow Financial

https://www.vow.com.au

Yellow Brick Road - Wealth

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