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Managing Sales in Rest Professional - Session 1
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Managing Sales in Rest Professional Session 1 Workbook
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Managing Sales in Rest Professional - Session 2
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Managing Sales in Rest Professional Sessions 2
Managing Sales in Rest Professional (Online Classroom)
In this two part session you'll learn how to easily manage your Sales in Rest Professional. Please click "Register | Free" below to book into our live training.
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.