Webinars
finova offers 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)
Register Here
Upcoming Webinars Schedule
Here’s the current schedule of upcoming training webinars, click to register now. If the topic you’re looking for isn’t here, browse by subject below. We’re regularly scheduling live webinars with Q&A, check back here again for more.
We’d love to hear your feedback on these training webinars:
Most Recent Webinar Recordings
Help Your Customers Secure Their Family & Property's Future - Finova CRM & Sail Wills PartnershipWednesday 11th October, 2023 11:00 AM GMT | Join Us To Find out how you can easily incorporate this important step into your customer’s property journey: We will discuss the benefits, and walk-through how you can register for your own exclusive Sail Wills Online Will Writing referral link which you can seamlessly use in conjunction with Finova CRM’s pre-set email template. | View Recording Here: https://attendee.gotowebinar.com/recording/3511488729832367790 30 mins + Q&A |
Diary Synchronisation - Send the details of your CRM diary entries to your email calendarWeds, August 16th, 2023 11:00 AM GMT | In this webinar, we will run through step-by-step how you can connect your email address and send the details of your CRM diary entries to your external email calendar (eg. Outlook). This gives you the ability to save & send diary events and reminders for yourself or any other user on your site, to your CRM & external calendar at the same time. | View Recording Here: https://attendee.gotowebinar.com/recording/3893925261013727234 30 mins + Q&A |
Weds, August 9th, 2023 11:30 AM GMT | Are there fields of information you would like to record on a case which don’t exist by default? In this webinar, we will run through step-by-step how you can add these to your further details section so you can record the information which you need, and set which products these are assigned to.
| View Recording Here: https://attendee.gotowebinar.com/recording/5024929100677626287 15 mins + Q&A |
Weds, June 14th, 2023 11:00 AM GMT | In this webinar, we will run through step-by-step how you can rename, add & remove stages in your CRM workflow. We will also look at Simple Tasks, Stage Prerequisites, Stage Driven Emails and Diary Entries. | View Recording Here: https://attendee.gotowebinar.com/recording/8455632977006634925 30 mins + Q&A |
Weds, June 7th, 2023 - 11:00 AM GMT | In this webinar, I will demonstrate how your customers can upload their documents to your customer portal, these documents are stored and organised directly onto their case. | View Recording Here: https://attendee.gotowebinar.com/recording/3234359020287714647 30 mins + Q&A |
Customising Your System
These webinars are a great starting point for a new customer looking for system customisation guidance
System Basics
These webinars will provide you with more information on system use offering some hints and tips as well
Webinars by Subject
Here you can watch a webinar based on the area of the system you’d like find out more about.
These webinars cover a variety of different sections of the eKeeper CRM system providing system setup and usability guidance.
Webinar Library
Here is a list organised by date of all webinars, these webinars cover a variety of different sections of the eKeeper CRM system providing system setup and usability guidance
2023
Weds, June 14th, 2023 - Configure your Workflow - Stages, Simple Tasks & More!
Weds, May 31st, 2023 - E-Signature & Acknowledgement via the Customer Portal
2020-2021
Thurs, Dec 9, 2021 Burrow Portal E-Sign and Acknowledgement Features
Thurs, Dec 2, 2021 Email configuration including Signatures, Email Templates and Automated Emails
Thurs, Oct 7, 2021 Adding new Lenders/Providers and Auto Commission Calculations
Thurs, Sept 16, 2021 Participants, Sources and Commissionable parties
Thurs, Aug 12, 2021 Using eKeeper integrations including setup
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