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XRM Overview
Wed, Feb 11
|Webinar
If you’re new to Leap Software—or simply need a quick refresher—this webinar is the perfect place to start. In just one hour, you’ll get a guided tour of the online platform centered around the client experience.
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Time & Location
Feb 11, 2026, 1:00 PM – 2:00 PM
Webinar
About the event
If you’re new to Leap Software—or simply need a quick refresher—this webinar is the perfect place to start. In just one hour, you’ll get a guided tour of the online platform centered around the client experience.
What you can expect:
• How to create a client and the questionnaire data entry process
• Present Position (cash flow and snapshots)
• Problem Identification
• Tasks
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