NextBroker
A tour of your NextBroker starting point, the Home Page Click here to view: Home Page Basics
Tue, May 8, 2018 at 1:29 PM
Getting your prospects and clients into NextBroker Click here to view: Creating and Importing New Cases (Groups/Individuals)
Tue, May 8, 2018 at 1:30 PM
A tour of all the information available to you in a Case Record. Click here to view: Case Record Overview (Groups and Individuals)
Tue, May 8, 2018 at 1:28 PM