course
AAL12 - Set Up and Configure Your Appventory Account
AAL12 - Set Up and Configure Your Appventory Account
AAL12 - Set Up and Configure Your Appventory Account

About the Content

This course is designed to guide new advisors through the essential steps of getting started with AppVentory. Whether you're joining as an individual advisor or as part of a larger team, you’ll learn how to create your account, activate your advisor role, and set up a fully functional Advicor Practice Workspace.

Categories

AppVentory Multiple Business
Progress
Not started
Outline
  1. Account Setup
    1. Learning Outcomes
    2. Video: Creating an account in AppVentory (3 mins)
    3. Video: Configuring Your AppVentory Advisor Workspace (2 mins)
course
AAL12 - Set Up and Configure Your Appventory Account
AAL12 - Set Up and Configure Your Appventory Account
Progress
Not started

About the Content

This course is designed to guide new advisors through the essential steps of getting started with AppVentory. Whether you're joining as an individual advisor or as part of a larger team, you’ll learn how to create your account, activate your advisor role, and set up a fully functional Advicor Practice Workspace.

Outline
  1. Account Setup
    1. Learning Outcomes
    2. Video: Creating an account in AppVentory (3 mins)
    3. Video: Configuring Your AppVentory Advisor Workspace (2 mins)

Categories

AppVentory Multiple Business