Training

Whether you are a new or existing user you can book a webinar based training session. These can be attended by those thinking of using 360 Lifecycle, individuals who have just started or those looking for a bit of a refresh.
Book a webinar
Our webinar training program has been split across the various modules of 360 Lifecycle so you can witness first hand the functionality available or improve your knowledge on the elements of the system which are most applicable to you.

Download 360 Advisor and Office

360 Advisor
360 Office

Advisor Webinar

Covers the core elements of the 360 Advisor system such as: 360 Diary management & integration, managing your Hotbox & sale opportunities and basic case management & communication tools i.e. ‘Send Letter’, ‘Send Text’, ‘Send Email’.

Duration: Approximately 1 hour

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Click here to watch a training video on 360 AdvisorClick here to watch a training video on Negotiator Access

Automatic Reviews Webinar

Covers how automatic system generated reviews are created e.g. Mortgage, Life & Annual Reviews. How you can create your own ‘Servicing Arrangement’ and allocate this to your case records and see the impact this has on the client/case.

Duration: Approximately 20 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Click here to watch a training video on Automatic ReviewsClick here to watch a training video on Review Configuration

Workflow and Sales Management Webinar

This webinar will show you how to use 360 Lifecycle’s Office Admin Pipeline to merge and delete cases and allow you to manage the overall sale event for example, by manually adding cases/sales, notes, documents & commission expectations. It is recommended that administrators, sales support or advisers who carry out their own administration and case tracking attend this webinar.

Duration: Approximately 45 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Click here to watch a training video on 360's WorkflowClick here to watch a training video on 360's Workflow and Event Triggers Configuration

TCF Questionnaire Webinar

TCF Questionnaire will demonstrate how to send an electronic TCF (customer survey) questionnaire to your clients, record TCF results manually where no client email exists and use the TCF reporting tools available.

Duration: Approximately 20 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Click here to watch a training video on TCF Questionnaire

Campaign Manager Webinar

Covers how to create email & letter templates for use in Campaign Manager, the query building process and how to export your query results or deliver your clients material through Campaign Manager.

Duration: Approximately 30 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Click here to watch a training video on Campaign Manager

FactFind Webinar

Covers the whole process of data gathering, sourcing and submission, it is online and fully integrated.

Duration: Approximately 45 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Client Portal Webinar

Demonstrates how to view what your clients have shared via your back office system. This includes changes to their financial situation so that you can offer a faster, more effective service encouraging them to plan for the future.

Duration: Approximately 40 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Click here to watch a training video on 360's Client PortalClick here to watch a training video on 360's Client Portal Configuration

Reporting Webinar

Demonstrates how to manage & customise your hierarchy. The 360 standard reports and Performance Explorer functionality gives you complete control over your practice enabling you to have the latest information on the performance of your business.

Duration: Approximately 45 minutes

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Click here to watch a training video on 360's Reporting Functionality

Accounts Webinar

Shows how to link banked commissions and define pay schemes, rules and exceptions for your company. This demonstrates 360 Lifecycle’s ability to deal with any ‘pay aways’ to introducers and bonus schemes for advisers and illustrates how advisers are able to view their own pay statements.

Duration: Approximately 1 hour

If you would like to book a training webinar please fill out the enquiry form below and reference the webinar you would like to attend.

Click here to watch a training video on Accounts

If you would like to book a training session simply call 08456 592360 or email support@360lifecycle.co.uk. You can also book a webinar using our enquiry form and reference the webinar you would like to learn about. Please note that you can attend as many webinars as you wish, alternatively you can also read our manuals or contact our dedicated Support Team.

Webinar Enquiry