Rolling Out the Client Portal (Training Webinar)

eMoney Communications Team Practice Management

In this webinar, you learned how to attract and convert prospects with eMoney.

Watch the Recording

 

Topics Covered

  • Developing a process when customizing client portal
  • Client portal best practices
  • Additional defaults to apply to client list

Resources

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.