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REVIEWING B2B CLIENT ACCOUNTS.

 

 

Tutorial Video - 2.

 

The Following Topics Are Covered Within This Short Video.

 

* UPLOADING CLIENT DATA TO YOUR PLATFORM.

* ASSIGNING PRODUCT TYPES TO CLIENT ACCOUNTS.

* REVIEWING CLIENT ACCOUNTS & TAB FUNCTIONS.

* CHECKING CLIENT CREDIT EXPIRY DATES.

* COMPLETING A COMPLIANCE & FINANCIAL ANALYSIS.

* REVIEW A GENERATED REPORT.

 CLICK THE VIDEO.