Webinaire à la demande
Longueur :
60 minutes
24/10/2023
Joe Atkinson
Roisin Nash
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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