* This is a past event

Mastering Financial Advisor CRM: Module 1 — Overview of LeadCenter

Friday, May 29, 2026 - 10:00 AM to 11:00 AM
Central Time - US & Canada
  • Managing contacts and households
  • Searching for contacts
  • Filtering contacts with basic filters
  • Filtering with advanced filters
  • Managing contact details
  • Contact fields: KYC, important fields, and financial fields
  • Managing contact tasks, notes, and documents
  • Managing contact communication - calls, text, emails, and sms
  • Q&A
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