The proposal request process
4:11
How to update a customers information from the customer information screen
1:24
Updating the pin after the proposal request
0:52
Accessing your SOLO proposal, text, email, platform
1:09
How to use the reports menu
2:32
How to schedule reports that are automatically sent over to you, make sure they watch first reports video
2:56
For immediate help, puts it top of queue, can upgrade proposal status
1:05
This would be for exsiting customers
1:48
How to request a proposal revision, mention they’re rare, they should learn how to use the tool
1:20