Until you use the file note templates preloaded into CCUBE, you can’t imagine how much time they save and control they provide.
With a few mouse clicks, select the template, personalise it, select the content for inclusion and you’re done.
In this way you can build up a suite of favourite file notes to save yourself time in recreating them in the future.
For dealer groups, CCUBE’s templates are an easy way to ensure that all of your advice team’s file notes have a consistent look and feel.
To see a file note being created using CCUBE’s templates, watch this short video:
To book a demonstration of CCUBE’s capabilities, please call us on 1300 422 823 or email firstname.lastname@example.org.