Automate Your Client Onboarding with XPM

$99.00 inc GST

Engage Your Clients Faster in XPM

– Customise your Engagement Letter within XPM/WFM
– Track accepted Engagement Letter results
– Automate the process using a Custom Template
– Push the Engagement Letter straight into a Job setup
– Utilise more features within XPM
-Includes Engagement Letter template to upload into your XPM/WFM

SKU: Rec XPM Onboarding Category: Tag:

Product Description

 

What you will learn:

  • Customise your Engagement Letter within XPM/WFM
  • Track accepted Engagement Letter results
  • Automate the process using a Custom Template
  • Push the Engagement Letter straight into a Job setup
  • Utilise more features within XPM
  • Includes Engagement Letter template to upload into your XPM/WFM

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