The following video will show you the most common uses that advisers use. The tutorial will show you how to;
- How to find a Contact
- How to make a Phone Call from our app
- How to dictate note to the Phone Call
- How to record an audio note to the Phone Call
- How to record or dictate notes anywhere in the system
- How to view Policy information
- How to view Loan information
- How to click the Maps link to find your appointment location
- Misc navigation
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