Working as a team in Marloo, with Millie

About this session

Advice work rarely sits with one person. Millie will show how to set Marloo up so advisers, client support and paraplanners each see and do their own part. You'll see how to: - Set access permissions to mirror your team structure - Assign tasks and hand work over straight from a meeting - Build your own task templates so paraplanning requests arrive ready to use