Getting Started

Using the Help Center

• Help Center Introduction
• CRM UI Elements Introduction

CRM Basics

• Guidelines Tab
• Forth Transition Guide
• Forth Transition Guide-DPP
• Uploading Files
• Company Hierarchies

Setting up your CRM

• Setting Up Your Dashboard
• Guidelines
• My Settings page
• My Start Page
• Creating a Featured Page

Student Loans

• Student Debt Portal Guidance
• Retrieve Loans and Programs
• Sending an External Form Request to collect the MyStudentData.txt file