Available for SaaS and Hybrid customers only
Through our InterAction Business Planning and Pipeline Management training, learn and put into practice, how firm, practice group, and business development leaders are able to easily align teams with the firm’s strategic objectives and their associated initiatives, while gaining visibility into developing opportunities.

Note: After purchasing this course, an InterAction Trainer will reach out within one business day to scope and schedule your Workshop at mutually convenient times. Courses can be scheduled up to 4 hours in length and purchasing the class as listed on LNU covers one seat/person in the class only.

The InterAction Reports Workshop introduces firms to the possibilities of visualizing data through reporting tools in InterAction. Courses are customizable, and can be focused on ‘out of the box’ reports, creating and designing new CORE InterAction reports, or using Microsoft® Power BI® reports with your InterAction data.

Note: After purchasing this course, an InterAction Trainer will reach out within one business day to scope and schedule your Reporting Workshop at mutually convenient times. Courses can be scheduled up to 4 hours in length and purchasing the class as listed on LNU covers one seat/person in the class only.