Mastering Encompass® Web Tools: How to Use Them in Desktop
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You need to know how to leverage the best tools within Encompass® Web to make your Encompass® Desktop perform at its best for your company and each team member. Listen in as we discuss using the scheduler, notification templates, Investor Connect®, card-based workflows, and Opportunities for Sales. We also cover using workflow rules to automate role assignments, enhanced…
The skinny
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