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Workflow Creation and Common Mistakes feat. Adam Cmejla CFP®
Workflows are the lifeblood of the process in your CRM. Making sure you piece them together so that nothing falls through the cracks is not only important, but imperative if you wish to get the most of of the tool.

We know there are many ways to write workflows and countless processes to put into workflow, but the hard part is knowing what to look for and what mistakes not to make.

This webinar workshop, featuring Adam Cmejla, CFP®, from Integrated Consulting & Advisory Solutions will cover top mistakes he’s seen firms make when creating workflows and how to avoid them to ensure a smooth and efficient workflow operation in your firm.

Jun 6, 2018 10:00 AM in Pacific Time (US and Canada)

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Webinar is over, you can not register now. If you have any questions, please contact Webinar host: Redtail Training.