Navigation Webinar

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• Navigation

  Dashboard Navigation When you log in to Prospera the Dashboard page is displayed. The Dashboard page is broken down into several key elements: Client List - In the centre of the screen you'll find a list of your Prospects and Clients.  Clicking on a ...

• Client File Navigation

  Client File Navigation Click on a client name  within your Client List:  the client file is displayed.   Navigation within the client file is broken into four key areas:  ·            Scenario Dropdown Clicking on the dropdown will display a list of ...

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