Mastering Confirmations on the Circit Platform

Rewatch our training session on the confirmations processes on the Circit platform. Róisín and Joe will guide you through the following:

- Creating confirmations and LOA's for new clients

- How to manage your existing clients confirmations on Circit

- Best practice workflow for managing all confirmations

- The Action Area on the Circit platform

By the end of this webinar, you will be a confirmations champion!

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