Topic covered include:
- Understanding the sales trust set up
- How to set up a sales file and replicate
- Sales receipt options
- Sales receipt reversals
- Investment Account Transfers and ledger
- Calculating Settlement funds and Sub Accounts
- Disbursing Funds and Settlement
- Disbursement Reversals
- Sales Advertising Funds Management
- EOM Wizard Sales process
Who should attend?
Users with a basic understanding of Rest Professional navigation and sales procedures.
You may click "Enquire Now" to be contacted by one of our training team for the course details and course schedule.