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> The SmartOpportunities Course
Beginning with the Overview, the SmartOpportunities course will demonstrate the tools available in the SmartOpportunities module that will help advisors advance contacts through the sales pipeline.
SmartOpportunities Overview >>
Opportunity Setup >>
The Opportunity Dashboard >>
Opportunity Reports >>
The SmartOpportunities User Guide
Use the SmartOpportunities guide as a detailed reference of all the tools and functions available in SmartOpportunities.
Download the SmartOpportunities User Guide >>
The SmartOpportunities module takes advantage of tools in the SmartLeads, and Seminar Tracking modules. For more information on using these modules, use the links below.
Take the SmartLeads Course >>
Download the SmartSeminars User Guide >>
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User Guides and Printable versions of Fast Classes are available in .PDF format.