Email AutoFile is at the core of FYI. One of the biggest time-savers, when done right. We want to show exactly how to benefit from this great feature.
In this session we will cover:
COMMUNITY MASTERCLASS
Deep-Dive into Email AutoFile!
Email AutoFile is at the core of FYI. One of the biggest time-savers, when done right. We want to show exactly how to benefit from this great feature.
In this session we will cover:
The role of each AutoFile setting and toggle
How to adjust your email AutoFile settings
How to make the move to complete AutoFiling (if you are not quite there)
DON'T MISS OUT!
Reserve your spot at the next masterclass today.
Client Success Manager, FYI