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  1. Forth
  2. Getting Started

Getting Started

Modules / Tabs

  • Calendar Tab
  • Guidelines Tab
  • Dashboard Tab

Introduction

  • Servicing Tab and Report
  • CRM UI Elements Introduction
  • Help Center Introduction

CRM Basics and Setup

  • Company Hierarchies
  • Creating a Featured Page
  • Dashboard Setup
  • My Settings Page
  • Uploading Files

Portal Guidance

  • Centrex Client Portal Guidance
  • Customer Portal Settings
  • Student Debt Portal Guidance
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