What is a portal? What does my client see when using it? Can searches be created in the portal?
How do I track what my clients are doing in the portal? Join us to find out the answers to these questions and more!
Eastern – 12 PM
Central – 11 AM
Mountain – 10 AM
Arizona – 9 AM
Pacific – 9 AM
Your trainer for this webinar
Jeffrey was born and raised in Minnesota but has lived all over the world, including Japan, Korea, Mexico, and Venezuela. In graduate school, he did statistical analysis for a United Nations grant on deforestation. Jeffrey works as a Customer Coordinator but started with Tech Support at FBS, bringing his tech skills to the CPR team. In his free time, he is a voracious reader and gym rat. His lifelong goal is to get North and South Dakota combined into one state, Super Dakota. He currently resides in Miami Beach, FL.