Webinar Replay: Asset-Map Treasures
In this webinar, you’ll get an inside look at the hidden gems and features in Asset-Map that may be a game changer for your practice. See how you can leverage tools like Search and Select, Layouts, and Emojis to elevate your client meetings in presenting the Asset-Map.
Plus, we covered Household Index Filters, Data Restore, and Key Financial Figures to show how you can take your prospecting and backend processes to the next level.
Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)