Do you know where your fee templates are located? If not, you may not be using the template functions at full capacity. Check out the short video above to get started.
Articles in this section
- What is the best way to start creating my fee templates?
- Monthly Savings Benchmark
- Download the Getting Started PDF
- How to Copy a Fee Template
- Locating a Fee Template
- How to Use MC Alerts
- How to edit your Disclaimers
- How to Copy Fee Templates in MC Settings
- How to add the Start Now Button
- How to use the MC Widget for lead capture