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Auto Email & Client Portal
August 3, 2023 @ 9:30 am - 10:30 am
Client collaboration is so important! This session will focus on ways to manage your client interactions. We will help you to setup new auto emails and manage your clients by using the Saved Search Widget and Client Activity Widget and Screener functionality. Not only that but we will take a look at the client portal and email notifications and ways that you can customize your messages to your clients.
