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CUSTOMER WEBINAR SERIES

Optimize Connect for High-Value & Unique Clientele

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September 9, 2021

Thursday

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9:00 am – 10:00 am PST

12:00 pm – 1:00 pm EST

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Virtual

Webinar

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Thank you!

This webinar has passed and is now available to stream in Qualia University.

Overview

Join Qualia on Thursday, September 9th for the latest in Qualia’s Customer Webinar Series, Optimize Connect for High-Value & Unique Clientele.

Learn to leverage Connect customizations to provide a superior client experience for investors, builders, and other repeat customers. Dive into increasing your operational efficiency by creating customer-specific configurations with Enterprise Connect Account Director, Heather Siegel, and Subject Matter Expert, Megan Sharp.

During the webinar, you'll learn how to:

  • Configure order templates for repeat customers
  • Customize messaging for high-end clients
  • Create automated post-closing marketing drip campaigns

Your Panelists for this Webinar are:

  • Heather Siegel

    Enterprise Connect Account Director

  • Megan Sharp

    Subject Matter Expert