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