WEBINARS

Webinar: How to Set-Up and Use PlanYear's Account Log

How to Set-Up and Use PlanYear's Account Log

Stop losing track of client communications and duplicating efforts across your team.
 
Join our webinar to learn how to set up and use PlanYear's Account Log – the CRM solution built specifically for benefits professionals.

What We Will Cover:
-Automatic Email Integration: Learn how the Account Log captures all client interactions in real-time.
-Ticket Management: Review best practices for tracking client inquiries.
-Account Log Analytics: How to leverage PlanYear’s account log analytics dashboard to view key metrics.

Register now!

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