Managing Cases
NextBroker helps you organize data and share information about your prospects and clients. These videos go beyond the Fast Start videos to dive deeper into how to add and manage your cases.
Managing Cases
NextBroker helps you organize data and share information about your prospects and clients. These videos go beyond the Fast Start videos to dive deeper into how to add and manage your cases.
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A tour on how to manage (create, edit, delete) benefit fields within your agency portal.
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In this video tour, we dive into Exploring Cases (Groups/Individuals), including an in-depth tour of each tab in the ribbon. -
In this video, we'll explore how to manually create or import new cases (individuals/groups) into NextAgency. -
A tour on how to manage (create, edit, delete) sales statuses within your agency portal.
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A tour on how to manage (create, edit, delete) case stages within your agency portal.
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A tour on how to manage (create, edit, delete) benefit/policy stages within your agency portal.