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


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[Recorded: 03/10/19]

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