Agent linking Email Reminder

Efficiently Managing Agent Linking with Email Reminders in Seamlss. This video offers a detailed demonstration of how Seamlss optimizes agent linking through targeted email reminders.
🔍 Inside this Video:
Watch as we navigate the Seamlss platform, showcasing the process of sending email reminders to clients for agent linking.
Tracking an Organisation: Learn how to efficiently track which entities have completed the linking process and how to prompt those that haven't.
🔗 www.seamlss.com.au
This hands-on video is essential for users of Seamlss, especially for those in accounting and bookkeeping, looking to streamline their client management processes. Don’t forget to subscribe for more insightful content!
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