Guides Archives » Surer

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[Training Recording] Learn how to unleash the full potential of Surer’s Website Builder feature

Guides Resources

[Training Recording] Surer Training: leveraging Surer and unleashing the potential of tech for your business

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Video Tutorial Part 1: Getting started – managing your Profile, Client Directory and Referral Circle

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Video Tutorial Part 2: Creating and sending a proposal

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Video Tutorial Part 3: Managing a Proposal In Progress, Records and Policies

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Video Tutorial Part 4: Managing a Referral and Referral Circle

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Video Tutorial Part 5: Proposal co-creation and Drafts