Welcome to day 3 of the onboarding course! Today, we will cover the following topics:
How to add a lead
Managing your leads
Sending messages and adding a note/task for yourself
How to add/import existing clients
Let’s get started with today’s video!
NOTE: Effi lite does not include email automation and electronic bank statement collection.
If you have any questions do not hesitate to reach out to us at email@example.com