New to eimmigration or need a refresher? This live training will cover the essential tools every user should know to confidently manage clients and cases.
In this one-hour session, you’ll learn how to:
● Create and manage client profiles
● Link related contacts and family members
● Create and manage case files
● Capture client information using questionnaires
● Auto-populate immigration forms using client data
● Create logs, reminders, and tasks to stay organized
Whether you’re brand new to eimmigration, recently added to your organization’s account, or simply want to refresh your skills, this webinar will help you build a strong foundation.
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