Webinar: System Tips & Tricks with Lottie
Thursday, June 11th @12:30pm
Join us for this 30-minute webinar to learn all about Perfect Portal.
Lottie, our client success manager will be sharing her tips and tricks on all the features of the system to help you capture leads on all matter types, converting them into clients, sending information into your case management system and how to automate the communication to all parties.
These are some of the features that she will be covering:
– Scheduling automatic SMS at quote level (when the quote email is not opened)
– Personalised key stages
– Customising lead sources and decline quote reasons
– Client Satisfaction Surveys & Ratings
– Solicitor Bio on all emails and mobile app
– Control Centre, monthly pulse reports and more