Webinar Recording: Broker Briefcase Advanced Functionality
Level 200: You’ve conquered the basics of Broker Briefcase and you are now ready to take your knowledge to a new level. This session will review the advanced functionality of Broker Briefcase, including creating custom email templates, importing custom content, merge fields and reporting. This session is recommended for administrators of the Broker Briefcase site, as you must have administrative access to perform these tasks. This session will cover both Broker Briefcase – Benefits Edition and Broker Briefcase – P & C Edition.