Filogix Expert Solutions

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This session covers where to start once you have accessed your Filogix Expert Pro account, including:

  • A brief overview of how to personalize your account
  • How to import your applications from Filogix Expert
  • How to create new client profiles and applications

In this session, we will delve into the functionality of boards and client profiles, including how to:

  • Edit, manage, and effectively use boards to track your deals
  • Create client profiles, track email correspondence, and assign activities to yourself and your colleagues
  • Add automations to your board to streamline your workflow