(Spanish) Creating Accounts, Contacts, Client Cases & Related Counseling Activities

Spanish Speaking Users

 

What You Will Learn

This course navigates learners through the process of creating accounts, contacts, financial snapshots, client cases, and related counseling activities.

Course Lessons


  Recorded Webinar Part 1
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days after you enroll
  Recorded Webinar Part 2
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  Recorded Webinar Part 3
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days after you enroll