Nomisma CRM Certification

Learn how to use Nomisma CRM including: Adding and nurturing leads Producing quotes and proposals Using value-based menu pricing How to onboard new clients Submitting digital AML checks Producing letters of professional clearance Ongoing management of clients and contacts How to integrate incoming and outgoing email

Jun 20, 2022
1 minute read

Learn how to use Nomisma CRM including:

• Adding and nurturing leads
• Producing quotes and proposals
• Using value-based menu pricing
• How to onboard new clients
• Submitting digital AML checks
• Producing letters of professional clearance
• Ongoing management of clients and contacts
• How to integrate incoming and outgoing email