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Advisor Training

Wed, Aug 12

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https://events.teams.microsoft.com/event/f4

Advisor Training: Trip Statement and Client Itinerary

Advisor Training
Advisor Training

Time & Location

Aug 12, 2026, 1:00 PM – 2:00 PM PDT

https://events.teams.microsoft.com/event/f4

About the Training

Advisor Training: Trip Statement and Client Itinerary

Let’s dive into a detailed overview of the Trip Statement and how to enable and use the Client Itinerary—both are key tools for keeping your clients informed and your trip plans organized.


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