Client Engagement Strategies - New Client Process

Client Engagement Strategies - New Client Process

Links from the webinar:

Opportunities Report: https://community.iress.com/t5/Opportunities-Xplan/Opportunities-Reporting-Xmerge-Syntax/m-p/28485 

Create a Branded Email Template: https://www.xplanexpert.com.au/post/create-an-email-template-in-xplan

Invoice Template & Payments Template:

https://community.iress.com/t5/Xmerge-Library-Xplan/Xmerge-Syntax-Invoicing-Payment-Notice/ta-p/20218 

https://community.iress.com/t5/Xmerge-Library-Xplan/Xmerge-Syntax-Invoicing-Payment-Receipt/ta-p/20225

Note: Whilst some of the reports shown in this demonstration are included with standard XPLAN, we have included custom created reports which provide great outputs for you to present to your client. These reports will require an investment from you to build or have coded by an expert.