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Jacob Cook
User for 10 months
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Importing Users
Required fields: Field name Required ...
Managing Your Profile
From any page, in the top right there should be your name with an arrow pointing down next to it....
Import Meetings
While on your main page (dashboard), scroll down to the meetings section and hit import.Choose if...
Managing Referral Statuses and Milestones
From any page, in the top right there should be your name with an arrow pointing down next to it....
Managing Settings
From any page, in the top right there should be your name with an arrow pointing down next to it....
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