Our 2020 On-Demand Training calendar can be found here! These training sessions will be available on their respective dates. To access, you will need to be signed into the Help Center. If you are interested in a training session at a later date, you can simply Follow the Article and when the Article is updated, you will be notified.
Familiarize yourself with basic PensionPro features and functions, such as Dashboards, Worktrays, Time Tracking, Menu options, and Search.
|Event Management Fundamentals
New to Event Management? Join us for a walk-through of the configuration setup and creation of Event Management tracking.
|May 26, 2020|
|Project Building Fundamentals
Learn about all the components of PensionPro's project feature. Gain general project template knowledge to apply to creating your own project templates.
|June 15, 2020|
|Blast Email Fundamentals
Looking for a communication tool to reach out to clients and influencers? Learn about Blast Email functionality to enhance your client service.
|July 13, 2020|
Are you new to Fetch? If you're ready to start building custom queries to generate reports exclusive to your firm's needs, join us for a walk-through of how to create basic queries.
|July 27, 2020|
|Merge Documents Fundamentals
New to Merge Documents? Join us for a walk-through of how to make your Word documents populate with data stored in PensionPro with only a few clicks. We'll give you the basics on how to get started.
|August 10, 2020|
|Understanding the SalesPitch Interface
Take a tour of the different screens of SalesPitch to better understand the metrics and data stored in PensionPro's sales tool.
|August 17, 2020|
The Distribution Module harbors some of the most used workflows in PensionPro. This training will go through the interface and give you a basic understanding of the module.
|August 31, 2020|
|Onboarding Fundamentals: New Clients & Employees
Learn the basics of how to put process around the creation of new Clients and Employees in PensionPro.
|September 21, 2020|
PlanSponsorLink is more than just a data collection tool. Join us for a walk-through of all the capabilities offered by PensionPro's client portal.
|October 19, 2020|
|Annual Administration Project Fundamentals
The Annual Administration process in PensionPro follows you through most of the year. This training will give you an overview of the entire process prior to launch.
|November 16, 2020|
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