Create a new Operation (Client)

Slide deck: 

This recorded webinar covers:

  • Setting up a New Operation (Client)
  • Basic CRM
  • Rates book
    •  Key Tips & checks to do before setting up a Rates book
    • Setting up a Rates book
  • Reporting
    • Prospects Report
    • Manager Activity Report
    • Reporting through Approved Operations

LH_Create_a_new_operation.png

You may also be interested in:

[Recorded: 03/10/19]

Was this article helpful?
0 out of 0 found this helpful