Category "Quick Guides"

There are 141 results found

Retention Reports

This QuickGuide explains how to run the retention reports available in Partner XE.

Producer Results Manager (PRM) Training Guide

This training guide explains the features available in the Producer Results Manager (PRM).

Marketing Automation Manager Training Guide

This training guide explains the functionality of marketing campaigns and marketing programs, the Marketing Manager Home Screen and Partner Alerts.

Printing Envelopes and Labels

This QuickGuide explains how to print envelopes and labels from Partner XE for one client and for multiple clients.

Partner XE Text Messaging Training Guide

This training guide explains how to set up text messaging within Partner XE. You will need to either add the Marketing Automation Manager or add Text Messaging a la carte to be able to use this functionality. – Or view […]

User Access Settings – How to Require a Branch, Producer, or CSR

This QuickGuide explains how to make it required to select a branch, producer, or CSR when creating a client.

Partner XE Word Plug-in

This training guide explains how to use the Microsoft Word integration to manage letter templates, create and save letters back to Partner XE and how to merge search results.