(2717) EZLynx: Leveraging Downloads to Make Your Agency More Efficient
Content Level: Advanced
Personas: Owner/Principal, Office Manager, Customer Service Rep
Products: EZLynx, Ivans
Downloads are one of the biggest advantages of having a management system, but does your agency know how to make the most of them? Learn how to automate what happens when downloads arrive, including identifying rewrites, receiving eDocs and Messages, and more. You’ll leave this session with important tips and tricks for boosting productivity and the client experience.