- Quick Wins Series
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Setting Up and Adding New Plans 4 min
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Next Steps
- Watch the Recording
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Play 27 min
- Additional Training
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Related User Guide Sections
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Managing Activities with Outlook 4 min
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Transferring Files Between Outlook and BrokerageBuilder 7 min
BrokerageBuilder Accounts & Activities - Session #1
Self-paced interactive training sessions, videos and articles.
Completion of the Gettings Started in BrokerageBuilder required course is recommended before taking Accounts & Activities - Session #1
Use the on-demand training options to learn how to:
- Use BrokerageBuilder's activity tracking feature for client service monitoring.
- Integrate the file manager into your agency workflow for efficient file organization.
If you are interested in attending a live training, click here to register.
Check out the BrokerageBuilder User Guide to align with this course to learn: