Counterparty Oversight - Sales Training
50 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 path and begin continue your onboarding journey.
7 Lessons
Counterparty Oversight - General Navigation
Designed for all users, covers general site layout, efficient navigation to find the related client information you need, and best ways to get support.
4 Lessons
Counterparty Oversight - Sending and Tracking Invites
Recommended sales professionals, learn how to send invites and apply best practices, ensuring a smooth sales process.
5 Lessons
Counterparty Oversight - 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.