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