Perfect your craft
Once users have had the opportunity to apply what they have learned during the initial training in their day to day operations, a follow-up training offers a great opportunity for review and to answer any questions.
This course is designed to improve the user’s ability to refine data views within Croesus.
Personalize new or existing client documents using the Croesus Mail Merge functionality.
This course offers a general review of specific functionalities for an optimized use of the application’s portfolio management capabilities.
Enhance your client relationships with superior contact management skills in Croesus.
Discover the most commonly used Croesus reports.