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Practice Manager - Keeping client data up to date

Self-paced learning
Launch course

2 Advisor credits

Free

13 MINUTES

Learning objectives

You've got the basics under your belt after completing the self-paced implementation course. Take your knowledge further.

Course outline

    You'll learn how to edit client details & groups, remove & archive contacts, and add new clients. Make sure you take the Revision Quiz at the end of the course, to gain your XU credits.

Topics covered

  • Practice Manager

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