How to Manage Your Email In Financial Cents
Speaker:
Shahram Zarshenas ( CEO, Financial Cents)
Highlights:
- Get control of your inbox by having your Gmail or Outlook inbox inside Financial Cents!
- Declutter your inbox with a focused folder that just shows client emails
- Manage ad hoc email requests by easily turning an email into a project
- Share and organize important emails by pinning them to projects
- Aggregate all your email addresses into one inbox
- Communicate with clients by sending emails from within Financial Cents
- Have an audit trail of all communication between your staff and clients
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