Past Free Scheduled Training

Get to know some of the Clever Essentials products, in this session we'll be covering how you can get use out of our most commonly used Clever Essential Apps.

We'll be covering:

•  How Document Delivery can be used to send emails documents to your customers with ease, ensuring the right people get the right communications.
•  Using Clever Document Links to store relevant and vital files against records in the system. Store, display and inherit comments throughout processes with Clever Comments. 
• How to keep on top of what your customers owe you with Clever Credit.
• And more!