Webinar Replay: Mining for Opportunities by Leveraging Asset-Map Features
This month's webinar included insights on how to mine your book of business to uncover new opportunities using columns and filters in your Household index.
This month's webinar includes insights on how to mine your book of business to uncover new opportunities using columns and filters in your Household index. You'll learn how to efficiently run analyses and build recommendations using our Signals and Target-Maps features. Hosted by LiaJean McHenry (Sr. Training Manager)
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Accelerate Series | Fuel Your Client Engagement Engine - Hidden Gems for Practice Management
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