Watch the videos below to see one of our Customer Success Managers hosting a training session for a new advisor just like you!
Part 1: Dashboards
Part 2: Students, notes & task setting
Part 3: Student Tasks
Watch the videos below to see one of our Customer Success Managers hosting a training session for a new advisor just like you!
Part 1: Dashboards
Part 2: Students, notes & task setting
Part 3: Student Tasks