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WEBINAR ENDED
Wednesday, Feb 13, 1:00 PM EST · 30 minutes

On-Boarding with Plooto

February 13, 2019 at 01:00:00 PM · Eastern Time (US & Canada)
By Plooto Inc (0.0 stars · 0 reviews )
About This Webinar

In this Webinar we will look at some of the aspects of the On-boarding process as well as provide best practices to make on-boarding clients an easy and straightforward practice

Agenda
  • Requirements for On-Boarding
  • User Permissions when creating a Profile for your clients, and how to make them approvers
  • Adding a director and their requirements
  • Uploading Company documents for your Clients
Who can view: Everyone
Webinar Price: Free
Webinar ID: c0c5accd9e8b
Featured Presenters
Hosted By
Plooto Inc webinar platform hosts On-Boarding with Plooto
44 reviews
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