Get MyCRM ready
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Introduction
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Introduction
Introduction
MyCRM Help & Support
2 lessons
Setting up your MyCRM Profile
Getting started
Set yourself up
2 lessons
Customer Discovery
Customer discovery
The Goal Setter
2 lessons
Research and Recommendation
Intergrated loan tools
The Game Plan
2 lessons
Finalising the application
Finalising an application
1 lesson
Manage customers application
Pipeline Management
Manage your tasks
Manage your workflow
Customer care
4 lessons
Completion
Completion
1 lesson, 1 quiz