Contacts
Tasks
Files
Documents
- Document Packages
- HTML editor
- PDF document builder
- Creating Document Templates with the PDF Builder
- Adding attachments to email templates
- Adding a hyperlink to a template
E-Marketing
SMS
Enrollments / Payments
- Earned Performance Fee Control
- Earned Performance Fee Reversal
- Submitting, Approving and Enrolling Contacts
- Graduating Clients
- Cancel Program
- Reset Client