Keeping Your Leads in Motion: Migrating from XPM to Seamlss

Date and Time:

Sept 18th, 2024
Time: 12pm - 12:30pm (Australia/Sydney Time Zone)
Duration: 15-30 minutes
Location: Online (Google Meet)

With the Xero Practice Manager (XPM) Lead Manager shutting down on September 24th, many firms are left wondering how to manage their leads effectively. In this live webinar, we’ll walk you through the entire process of migrating your leads from XPM to Seamlss, ensuring your firm continues to operate smoothly without missing a beat.

What You’ll Learn:

• How to seamlessly migrate your existing XPM leads to Seamlss in a few simple steps.
• The key features of Seamlss that make lead management easier and more efficient, including automated follow-ups and lead categorisation.
• How to organise, prioritise, and track your leads using Seamlss’s flexible tools.
• Live Q&A: Get answers to all your questions directly from the Seamlss team.

Don’t let the XPM shutdown disrupt your workflow—join us and make your transition to Seamlss a breeze!