Parting Pro AMA April 2024: Customizing Email Templates. ID Verification. Filtering Cases.

Описание к видео Parting Pro AMA April 2024: Customizing Email Templates. ID Verification. Filtering Cases.

Ask Me Anything Session with Parting Pro's Client Success Team

0:00 - Welcome
4:13 - Customizing email templates
9:54 - Customizing ID Verification and DC Working Copy email templates
11:33 - ID Verification feature walkthrough
22:54 - Filtering cases in dashboard
26:09 - Case file upload feature walkthrough
29:53 - Manual vs Automatic Review discussion
34:50 - Archiving cases and reminders
38:32 - Invoice and automatic convenience fees
41:07 - How can Parting Pro help funeral home improve customer service?
48:20 - Thank you!

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