Learn the Forth CRM

Student Loans – Processor

Post author By DebtPayPro
Post date January 8, 2020

Current Status

Not Enrolled

Price

Free

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Course Content

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Introduction 1 Topic

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Lesson Content

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Student Loans – Processor Role Introduction

Guidelines 1 Topic

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Guidelines Overview

Contacts 13 Topics

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Add Contact, Edit Contact, Delete Contact

Client Dashboard: History

Client Dashboard: Calls

Client Dashboard: Emails

Client Dashboard: Notes

Client Dashboard: E-Marketing

Client Dashboard: SMS

Client Dashboard: Docs

Client Dashboard: Tasks

Client Dashboard: Credit Card

Client Dashboard: Budget Analysis

Loan Calculator

Debts, Enrollments, ESign

Calendar 2 Topics

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Calendar Overview, Event Types, Subscribe

Schedule Event, Availability Scheduling

Enrollments 6 Topics

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Enrollments Overview, Page Filters, Data Customization

Review, Submit, Approve Enrollments, Return Completed Enrollments

Enrollment Details Page Overview

Canceling and Graduating Clients

Enrollments Report, Statistics