Core - Sales Training
40 minutes of learning. Sales professionals, gain essential skills in client invitation, application workflow and tracking, to enhance your sales performance.
Here's what you'll learn:
General Navigation
Best Practices for Sending Invites
Tracking Invites
Application Workflow
Application Tracking
Enroll in this learning track and continue your onboarding journey.
6 Lessons
TPO Onboarding - General Navigation
Designed for all customers, covers general site layout, general searching, and how to get support.
6 Lessons
TPO Onboarding - Sending and Tracking Invites
Recommended sales professionals, learn how to send invites and apply best practices, ensuring a smooth sales process.
7 Lessons
TPO Onboarding - Application Workflow and Tracking
Recommended for all users that are part of the application management process, as well as those in client facing positions responsible with application follow ups.