Resources

Use the Resources menu for making company forms and documents available to your sales people.

More information on how to use Resources in your company;

Help > Type in Resources and click on search

Events

Use the Events option to notify your agents and all office uses of upcoming events

Load an event so that your staff can see what events are upcoming

Adding events is located under the resources menu

Help > Type in Upcoming Events and click on search

 

June 2022 Resources and Events
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