Group training session agenda
This is a basic session for Financial Adviser users. The session will cover an Introduction to Durell’s main screens, Fact Finds Word Processing, Client/Policy Notes, Email - How To, Policy Overview, and an Introduction to CFS and CloudCall.
It is advised you aim to arrive at 10.15am for tea and coffee before the session starts at 10.30am.
Please let us know if you have any special dietary requirements, are intending to use our car park, or you are unable to attend the session.See more of our upcoming events.