Welcome to the first session taught in our onboarding module. This session is designed to kick off your first 24-48 hours in FreedomSoft. The goal is to help you start to set up and navigate the software and move you towards success. See below for the topics covered in this video:
You will learn:
- FreedomSoft Smart Search
- FreedomSoft Navigation
- Account & Company Profile Setup
- Customizing System Settings
- Custom Fields
- Document, Email, & Direct Mail Templates
Ready to move to Session 2? Click Here