Index
We have created a helpful hyperlink-list of our most popular articles!
Welcome to Xeppo
- Welcome to Xeppo (video)
- Orientation Guide
- Dashboards
- Xeppo Connect Features
- Xeppo Integrate Overview (CRM Apps)
User Series Training Webinars
- Session 1: Xeppo Core
- Session 2: Xeppo CRM
- Session 3: Sales
- Session 4: Activities
- Session 5: Projects
- Session 6: Documents & Marketing
- Session 7: Net Worth
Admin Series Training Webinars
- Session 1: Matching & Grouping
- Session 2: Users & Security Groups
- Session 3: Tags
- Session 4: Fee Categories
- Session 5: Data Discrepancies
- Session 6: Managing Change Requests
- Session 7: Settings Menu
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