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Rest Professional: Managing Sales Session 1 - Video 0 hr 35 min
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Managing Sales in Rest Professional Session 1 Workbook
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Rest Professional: Managing Sales Session 2 - Video 0 hr 30 min
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Managing Sales in Rest Professional Sessions 2 Workbook
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Rest Professional: Managing Sales - Video
In this two part session you'll learn how to easily manage your Sales in Rest Professional. Please click "Register | Free".
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.