Managing Sales in Rest Professional (Online Classroom) New Zealand

Managing Sales in Rest Professional (Online Classroom) New Zealand

In this two part session you'll learn how to easily manage your Sales in Rest Professional.

About this course

Topic covered include:

 

Session 1 

  • 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

Session 2

  • Calculating Settlement funds and Sub Accounts
  • Disbursing Funds and Settlement
  • Disbursement Reversals
  • Sales Advertising Funds Management
  • Reporting
  • 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.

 

Enquire Now

 

Curriculum

  • Managing Sales in Rest Professional - Session 1
  • Managing Sales in Rest Professional - Session 2
  • Workbook - Online Classroom Training - Managing Sales Sessions 1 and 2

About this course

Topic covered include:

 

Session 1 

  • 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

Session 2

  • Calculating Settlement funds and Sub Accounts
  • Disbursing Funds and Settlement
  • Disbursement Reversals
  • Sales Advertising Funds Management
  • Reporting
  • 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.

 

Enquire Now

 

Curriculum

  • Managing Sales in Rest Professional - Session 1
  • Managing Sales in Rest Professional - Session 2
  • Workbook - Online Classroom Training - Managing Sales Sessions 1 and 2