Webinar: Scope of Appointment by Integrity Trainings

Scope of Appointment

About

This video we will cover how to send a Scope of Appointment by email or text, how to track the SOA with the 48 waiting period, the option to send a SOA in Spanish, how the SOA compliantly stores within the client’s profile, how to view SOA client tags for tracking client activity and how to send an SOA email to multiple clients at once in the Marketing section.

on-demand webinar

Presenter

Anna Patrick

Vice President of Sales Enablement and Tech Adoption

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