Join us each month for comprehensive training sessions crafted to enhance your expertise and elevate your skills within the Elements platform. Each session will be led by the Elements Team and feature different discussion topics.
We have carefully curated these sessions for your benefit, whether you are a new user learning the system or an existing user brushing up on your skills. Either way, we promise these training sessions are beneficial to you and your firm.
Some sessions are designed for all users, and others are tailored specifically for System Administrators. This strategic division ensures that participants receive content most relevant to their roles.
Training Topics & Dates:
February 25th - User Adoption of Elements
March 25th - Client Lifecycle and New Business
April 29th - Advanced Contact Tracking
May 27th - Introduction to Workflow Manager
June 24th - Workflow Manager for Administrators
July 29th - CRM Customizations for Administrators
August 26th - Data Hygiene in Your CRM
September 30th - Activities & Time and Expense
October 28th - InTouch & Planning for Year-End
November 18th - Advanced Reporting in Elements
December 16th - Managing Addresses in Elements
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