Webinar Recordings
The December Webinar Forum covers the following topics:
New Firm Orgs (:50 seconds in)
Report Templates (15:20 minutes in)
Q&A (23:45 minute...
Fri, Apr 22, 2022 2:22 PM
The October Webinar Forum covers the following topics:
Managing Communications (:45 seconds in)
Call Logs/Activity Module (1:36 minutes in)
Cont...
Mon, Nov 8, 2021 12:30 PM
The webinar covers the instructions on how to:
Complete the Business Planning template
Extract your Marketing Detail from Cosential (starts at 39:00 m...
Fri, Oct 9, 2020 1:33 PM
The September Webinar Forum covers the following topics:
Cosential Resources (3:00 minutes in)
SwinNet
Cosential SSO
Cosential System Status
...
Thu, Oct 8, 2020 9:20 AM
The August Webinar Forum covers the following topics:
Master and Sub Opportunities (3:55 minutes in)
On-Call Opportunities (15:40 minutes in)
...
Thu, Oct 8, 2020 9:51 AM
The July Webinar Series covered the following topics:
Properties Module
CFO Email Parser
Parking Structure & PERQ Changes
Best Practices
...
Fri, Oct 9, 2020 12:56 PM
The June Webinar Series covered the following topics:
Opportunity Pipeline
New Mobile App
Prequalification Tracking
CSR Tracking
Fri, Oct 9, 2020 12:57 PM