Partner Platform Working With a New Client - Session #1

Self-paced interactive training sessions, videos and articles.

Partner Platform Working With a New Client - Session #1

Curriculum

Course Overview 74 min (Show All)

About this course

About this course

Use the on-demand training options to learn how to:

  • Navigate the homepage of Partner Platform
  • Create a prospect in your system
  • Convert a prospect to a client
  • Create comments, activities and to-do lists

If you are interested in attending a live training, click here to register.

To get the most out of your training, please view the Required Learning course first. 

Training Options:

  • Self-serve with our Quick Wins series to get immediate ROI and other on-demand options
  • Watch the full recording or complete the interactive session to get in-depth training