Lessons
Sign In
Partner Platform Working With a New Client - Session #1
74 min
Course Overview
Quick Wins Series
Home Screen Navigation
6 min
Create a Prospect
8 min
How to Search
3 min
Client Quick Summary
9 min
How to create and copy a submission
3 min
How to convert a prospect to a client
4 min
Add a comment, activity or to-do list
5 min
Watch the Recording
Play
29 min
Additional Training
Related User Guide Sections
Importing Clients or Contacts
5 min
How do I process a policy download?
2 min
Create a Prospect
