Watch sessions on demand
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