finova offer free to attend webinars to provide assistance to our users on the finova CRM system
These webinars cover a variety of topics ran by our expert in house trainers
Below you can sign up to future webinars as well watch a webinar that has already taken place - simply click the webinar link that interests you and enter your Name and Email address (don’t worry you are not signing up to anything by providing us with this information)
Customising Your System
These webinars are a great starting point for a new customer looking for system customisation guidance
Thurs Nov 26, 2020 Customising your eKeeper Guidance - PART 1
Thurs Dec 3, 2020 Customising your eKeeper Guidance - PART 2
Thurs Dec 10, 2020 Customising your eKeeper Guidance - PART 3
Thurs Dec 17, 2020 Customising your eKeeper Guidance - PART 4
Thurs Feb 25, 2021 Customising your eKeeper Guidance - PART 5
Thurs Mar 4, 2021 Customising your eKeeper Guidance - PART 6
Thurs Mar 11, 2021 Customising your eKeeper Guidance - PART 7
Thurs Mar 18, 2021 Customising your eKeeper Guidance - PART 8
System Basics
These webinars will provide you with more information on system use offering some hints and tips as well
Webinar Library
These webinars cover a variety of different sections of the eKeeper CRM system providing system setup and usability guidance
Thurs, July 22, 2021 Chrome Extension for Document Templates
Thurs May 6, 2021 Automation Rules including Automated Reporting
Tues, Sep 29, 2020 Setting up User Details and Security Questions
Tues, Jul 14, 2020 Automation Rules inc. NEW General Automation Rules
Tues, Jun 9, 2020 Setting up your eKeeper Email Integration inc. 2 way Emails
Thurs, Mar 5, 2020 Commissions; reporting and setting up commissionable parties in 5X
Tue, Mar 10, 2020 Automation rules; product expiry re-contact and actions in 5X
Weds, Mar 18, 2020 Portal for customers and introducers; setup and enabling
Fri, Nov 29, 2019 Individual product setup; fees, purpose of loans, page layouts etc
Fri, Nov 22, 2019 Automation rules; product expiry re-contact and actions
Fri, Nov 1, 2019 Integrations; how to activate and make use of integrations within products setup
Fri, Oct 25, 2019 Commissions; reporting and setting up commissionable parties
Fri, Oct 18, 2019 Portal for customers and introducers; setup and enabling
Fri, Oct 11, 2019 Reports & Search Views; extraction of data, bulk communications and bulk updates