COR-ONB-220_Customer Groups, Portfolios, and Teams

COR-ONB-220_Customer Groups, Portfolios, and Teams

Corrigo Enterprise Deployment

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About this course

Welcome to Corrigo Enterprise!

In this course, we’ll introduce you to Customer Groups, Portfolios, and Teams, review terminology, describe a Customer Group, define a Portfolio and differentiate Portfolio Types, and identify a Team.

 

We'll Cover:

  • Customers
  • Portfolios
  • Teams

Curriculum4 min

  • Welcome to Customer Groups, Portfolios, and Teams
  • Properties and Portfolios 2 min
  • Customer Groups and Contacts 2 min
  • Survey
  • Goodbye

About this course

Welcome to Corrigo Enterprise!

In this course, we’ll introduce you to Customer Groups, Portfolios, and Teams, review terminology, describe a Customer Group, define a Portfolio and differentiate Portfolio Types, and identify a Team.

 

We'll Cover:

  • Customers
  • Portfolios
  • Teams

Curriculum4 min

  • Welcome to Customer Groups, Portfolios, and Teams
  • Properties and Portfolios 2 min
  • Customer Groups and Contacts 2 min
  • Survey
  • Goodbye