This course focuses on the things you’ll want to do to customize ClientLook for yourself or your team. Setting up teams, adding custom fields and personalizing existing fields in all the modules, setting up system preferences and sharing defaults and much more.
This will help you:
- Set your account up for your CRE specialty
- Customize each module with your personal preferences
- Get our team off to a fast start
Administrative users on teams or any individual account owner.
This 60-minute live web session is $225. Attendees unlimited. Recording provided.Request info