How do I Relaunch the 7-Step Process
You can view this as a training video as well. Revisit the 7 Step Process
You can Launch the 7-Step process for this business by simply clicking Revisit 7-Step Process in the Manage Drop-Down Menu.
Clicking this link will take you into the 7-Step process for this business and allow you to revisit the data entry process, starting with Step 2.
- Revisiting the 7-Step process can be a great way to review and update financial information with a client present. This can create a more engaging and collaborative atmosphere than simply entering information into the Company Dashboard because the Estimated Business Value will be visible during this process.