This course will teach you how to manage the pages that support applications that are created via our public portal
Course Content
Lessons
Status
1
The Client Intake Page
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Back Office Topic 1 – Creating an Account
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Back Office Topic 2 – Adding Contacts
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Back Office Topic 3 – Members Associated with an Account Owner
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Back Office Topic 4 – Recording Income
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Back Office Topic 5 – Recording Information about Household Assets
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Back Office Topic 6 – The Portal Assessment
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Back Office Topic 7 – The Portal Application
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Back Office Topic 8 – Portal Document
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Back Office Topic 9 – Using the App Summary
- Back Office Topic 1 – Creating an Account
- Back Office Topic 2 – Adding Contacts
- Back Office Topic 3 – Members Associated with an Account Owner
- Back Office Topic 4 – Recording Income
- Back Office Topic 5 – Recording Information about Household Assets
- Back Office Topic 6 – The Portal Assessment
- Back Office Topic 7 – The Portal Application
- Back Office Topic 8 – Portal Document
- Back Office Topic 9 – Using the App Summary
QuizzesStatus