Welcome to Training Tuesday!
Join us each month for comprehensive training sessions crafted to enhance your expertise and elevate your skills within the Elements platform. Each session will be led by the Elements Team and feature different discussion topics.
We have carefully curated these sessions for your benefit, whether you are a new user learning the system or an existing user brushing up on your skills. Either way, we promise these training sessions will be beneficial to you and your firm.
While all Elements users are invited, some sessions are designed specifically for System Administrators. The title will indicate which sessions are designed for Admins. This strategic division ensures that participants receive content most relevant to their roles. Please consider this when registering.
Be sure to share the registration information with your team and bring your questions. We look forward to your active participation!
Upcoming Webinars:
March 24 - Visualize Success with Elements: Discover Pipeline Tools to Track Your Prospects - Register Here
April 28 - Streamline and Standardize Processes by Creating Workflows using Workflow Manager
May 26 - Allow Elements to help your firm track interactions and client expenses with our InTouch and Time & Expense tools
June 23 - Designed for System Administrators, learn how to customize your environment
