Clients

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Clients

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·The objective of the Clients course will be to familiarise you with the functions within Simplicity to process client data.

·After completion of this course you will possess the knowledge and skills required to successfully operate and maintain the Clients function.

·Upon completion of the course kindly complete the evaluation before proceeding to the next applicable course.

The following lessons will be discussed in the clients course:

Minus18 Lesson 1 - Client Browse

Client Browse:

üClick on the link below to start the lesson.

Minus18 Lesson 2 - Reports

Reports:

üClick on the link below to start the lesson.

Minus18 Lesson 3 - CRM

CRM:

üClick on the link below to start the lesson.

CRM Batches (Lead and Client Batches)

Minus18 Lesson 4 - Clients Browse Tabs

Clients Browse Tabs:

üClick on the link below to start the lesson.

Client Browse Tabs

Minus18 Lesson 5 - Client Dashboard

Client Dashboard:

üClick on the link below to start the lesson.

Client Dashboard

Minus18 Lesson 6 - Credit Providers

Credit Providers:

üClick on the link below to start the lesson.

Credit Providers

Minus18 Lesson 7 - Per Branch/Consultant

Per Branch/Consultant:

üClick on the link below to start the lesson.

Per Branch
Per Consultant

Minus18 Lesson 8 - Task List

Task List:

üClick on the link below to start the lesson.

Task List Browse