Description:  This course is designed to help you during your onboarding process. In this course, you will take a quick look at Client Management, including a look at the client record, client list, and how to send a client portal invitation. 

Prerequisites:  None                 |           Estimated Time:  15 minutes

Learning Objectives:

• Overview of the Insights Home Dashboard
• Basics of Search and Answers 
• Creating a Liveboard
• A list of additional resources