Counterparty Oversight - Sales Professionals
Recommended for sales professionals, gain essential skills in client invitation, application tracking, and support to enhance your sales performance.
Lesson 1: How to use this course
Lesson 2: What to Expect
Lesson 1: General Navigation and Tips
Lesson 2: Global Search
Lesson 3: Client Profile Overview
Lesson 4: The Clients VS Applications Board
Lesson 5: Knowledge Check
Lesson 1: Sending Invites
Lesson 2: Tracking Invites
Lesson 3: Knowledge Check
Lesson 1: Application Workflow - Client's Percpective
Lesson 2: Application Statuses
Lesson 3: Knowledge Check
Lesson 1: Application Summary Page
Lesson 2: Knowledge Check
Lesson 1: Getting Support