REGISTRATIONS CLOSED - Research - Quote Integration Benefits - intelliflo office - Bitesize™

Description

- Welcome & Introduction
- Housekeeping including how to interact with your Trainer & Peers
- Objectives & expected outcomes

If you missed the overall objectives & expected outcomes for our Public IO Online Bitesize ™ Training, they can be found here - copy and paste the url below, into a new browser tab to view:-

https://informedtraining.co.uk/intelligent-office-io-live-interactive

- CPD - All sessions qualify for structured CPD. Your Certificate of attendance goes out automatically on exiting the session, but if you delete the email, we cannot send another copy, so be sure to open and save the certificate.

Agenda elements will include:-

- How to generate Quotes from IO:-
a. Standalone
b. As part of the Advice journey in IO
- How to bring quotes back into intelliflo office
a. Full Quotation Analysis Comparison
b. Individual generated Quotes and/or Key Features
- Where do the documents automatically upload to?
a. Document Folder
- How do I view the Documents easily?
- Placing a copy easily into my binder
-Naming Protocols
- Is ‘My Set Up’ ready to utilise the integration correctly?
a. IO store
b. My Set up in IO
- Good practices, hints and tips along the way 
- Questions and Answers 
- Feedback and Claiming your Structured CPD - how to obtain your certificate
- Thank you for attending & Close

Quotation Integration Benefits - Avoid Re-keying Data twice – Generate Quotes within IO by utilising the integration and save your valuable time!

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Date and Time
No. Start Date End Date
1 Thu, Jan 06, 2022 4:00 PM GMT Thu, Jan 06, 2022 5:00 PM GMT

Price: £35.00Training Ended