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Workflow management - Account setup
Streamline business processes by documenting them through the workflows module in AdviserLogic.

This session is part 1 and will take you through how to create workflows and their underlying tasks.

The follow up session will cover off the ongoing management of workflows, including reporting.

Duration: 30 min

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Aug 13, 2020 11:30 AM in Canberra, Melbourne, Sydney

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