Training on-demand
Working with leads
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Form header 3
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We will explain the benefits of using leads in conjunction with clients, how to add lead records and when to use the lead actions menu to carry out key actions. You will also discover how to bulk upload leads.
Pre-requisite knowledge/webinar: None
Recommended for: All users
We will explore a lead record, how to update data and recognise how this information feeds into the client record should your lead be converted into a client.
Pre-requisite knowledge/webinar: Adding and navigating leads
Recommended for: All users
Find out which areas within leads can be configured to suit your organisation needs. This includes pipeline management, capturing the source of leads and tailoring your data protection policy.
Pre-requisite knowledge/webinar: Adding and navigating leads
Recommended for: System administrators
18 November, 10am
In this interactive webinar will show how to allocate income to a fee/plan and manage income allocation across a range of common scenarios. We will also consider how this process is a key driver of RMAR report accuracy.
Recommended for: income managers.
22 November, 10am
During this interactive webinar we will focus on adding cash receipts to intelliflo office; matching cash receipts to provider statements and managing cash receipts across a range of common scenarios.
Recommended for: income managers.
23 November, 10am
During this interactive webinar we will share our top tips to validate your data before closing month end. We will provide a handy checklist relating to key reports that are highlighted throughout the webinar.
Recommended for: income managers.
25 November, 10am
This interactive webinar will focus on how to generate and filter the RMAR report; how to use the RMAR detail report to investigate your data and cover key troubleshooting tips when evaluating discrepancies in your data.
Recommended for: income managers.
29 November, 10am
This session will highlight our recommended practices in the following circumstances: those occasions where this a need for the provider to take back payments and making an income adjustment after locking down month end.
Recommended for: income managers.
30 November, 10am
During this interactive webinar you will learn about the power of using document designer to build document templates; different types of templates you can create within your organisation and how to install the document designer plugin to get you started.
Recommended for: document designer users.
23 June, 2pm
You can create signatures using snippets in Document Designer, meaning users can select whose signature will appear on a letter. This webinar will provide instructions and guidance so you can create your own.
Recommended for: individuals who build templates using Document Designer.
28 June, 10am
In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.
Recommended for: users with a basic understanding of the advice journey.
28 June, 2pm
Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.
Recommended for: individuals who build templates using Document Designer.
29 June, 10am
There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.
Recommended for: system administrators.
30 June, 10am
This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.
Recommended for: users with a basic understanding of the advice journey.
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