Smart Data – MyCRMs newest feature. Learn how Smart Data automatically collects ID, completes a credit check and imports liabilities, captures client’s bank statement details and group expenses. Start saving 3 days on lodgement time today!

Smart Data is MyCRM’s newest feature. Learn how Smart Data automatically collects ID, completes a credit check, imports liabilities, captures client bank statement details, and groups expenses. Start saving three days on lodgement time today!

Smart Data – MyCRMs newest feature. Learn how Smart Data automatically collects ID, completes a credit check and imports liabilities, captures client’s bank statement details and group expenses. Start saving 3 days on lodgement time today!

A session for new ActivePipe users or users who want a refresher. Learn how to utilise tags/categories to segment and target your database, and why it’s beneficial to your business. We’ll also show you how to create custom tag-triggered campaign.

Unlock the potential of integrated tools and delve into best practice process tips in this transformative workshop. Enhance your client’s experience and secure efficiency gains at every turn.

Say hello to My Activities, a standalone screen that shows all of the activities you have permission to view as a list. Learn how to set the priority and the status of your activities, allowing you to identify which task is the most important for the day and where it is in your process. We’ve also added some additional formatting options to your tasks – things like being able to use bullet points and numbered lists and a highly requested option of showing a to-do list inside the task.

The new business structure builder in MyCRM allows you to completely and accurately capture your business clients’ structures, and replaces the current company & trust relationships feature. Join this session to learn how to use the new feature, including the visual tree view!

See the system that top brokers are all using: ActivePipe.

Continuing with our MyCRM week, in this session, you will see Workflows in action. Learn how to allocate tasks to the right people and how to sequence these tasks to make it even easier to know what you and/or your team need to do next

Join BSM Sasa Ruzicka as he runs through how to customise your pipeline, manage additional views and filtering, and how the correct setup of this will help ensure workflows can come to life.