Implementation - User Training #1

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This user-focused webinar will cover basic access, general navigation, along with creating and editing records. This includes the client lifecycle workflow, which will guide users through the promotion of an entity to a Prospect, and then a Client using deals and services.

You can find the download for End User Training #1 here: https://practifi.egnyte.com/dl/tH2UZJ2xQb

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