On-Boarding Videos
Below is a link to our On-Boarding video. Also included are quick refreshers of the 3 parts of the software. You can also find these videos in our success center by following the instructions below:
-Log in
-Click "Your Name" in the top right
-Select "Success Center
-Select "User Guides" on the left side menu.
2019 On-Boarding Video Full
2019 On-Boarding Part 1: Data Entry & Valuation
2019 On-Boarding Part 2: Search for Prospects
2019 On-Boarding Part 3: Success Center
Old System: