This 40-minute, pre-recorded training webinar is for all Agency Matrix users. You can use this as a refresher from your one-on-one training or if you've added a new employee. In this webinar, you'll learn how to...
- Add or find a client
- Add policies
- Upload attachments
- Create and manage tasks
- And more!
To view the Agency Matrix training library, click here. If you have questions about this or our other training webinars, please join our live Q&A webinar. Click here to see upcoming dates and times.
