moneyinfo Webinar 24 - Setting up Workflows
Workflows allow you to automate key processes, save time and ensure the right steps are always followed.
Join us for our new Workflow Training Webinars :
REGISTER HERE
REGISTER HERE
In these training webinars you’ll learn how to set up and run your own workflows for key processes in your business such as on-boarding new clients, gaining approval from your clients on documents or managing your regular client reviews.
Agenda :
- An overview of moneyinfo’s workflow features
- Required Operator/Security Group roles and Team/Operator settings
- How to use the Workflow Designer to build simple workflows
- Using participants to manage workflows for your Operators or Teams and how to assign work to different people in your organisation
- Version control and testing your workflows before you publish them
- Running a workflow for a single client or multiple clients
- Completing workflow steps in secure messaging, for clients and operators
- View and filter for different workflows and track progress in the Activities page
We’ll finish each webinar with a Q&A session .
Book your place now and learn how you can power up your workflow and communications!
REGISTER HERE
REGISTER HERE
