SWM

SWMBot Video Tutorials

HOw to Invite Clients
to Referral Program

How to create a ticket
​on SWMBot

How to create an opportunity on SWMBot

How to create a contact
​on SWMbot

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Stages to update for opportunities (Para-planner)

Renewal Process

Renewal Approved report for Frances(Prianta)

How to pull reports for Managers

The Referral Process

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  • Home
  • Reviewing your portfolio
  • life cover
  • Investments
  • Importance of an ra
  • About Us
    • Company Profile
    • Our Position
    • Our Solution
    • Financial Planning
  • Contact Us
    • Our Branches
    • Quote
    • Query
  • Opportunities
    • Career & Franchising
  • Blog
  • Discovery policies and statements