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January 27, 2022 @ 11:00 am - 12:00 pm MST
You’re invite to our Advisor Add-on for Act! v24 – Live Webinar
The Advisor seamlessly integrates with the Act! CRM System and is designed for financial service professionals. It has been developed over 20 years and is the most sophisticated and powerful offering connected to Act! CRM.
We’ll be covering the following:
- Overview of the Advisor v24 product
- New productivity features for version 24
- New Modern layout and calendar
- Review the flexibility and ease of use Act & The Advisor are together
And More…