Internal Platform Training (IP)

Onboarding Courses

IP-100 (2 days, 2-hours per day)

• Day 1

  • Welcome

  • Legacy Customer Types

  • Different Environments

  • Logging in

  • Address Phase

  • Contact Phase

  • Usage Phase

  • Project Phase

  • EverBright Financial Products

• Day 2

  • Quote Phase

  • Proposal Phase

  • Qualification Phase

  • Contract Phase

  • Funding Milestones

IP-120 (5 days, 2-hours per day)

• Day 1

  • Welcome

  • Legacy Customer Types

  • Different Environments

  • Logging in

  • Dropdown Caret

  • Organization Settings

  • Address Phase

  • Contact Phase

  • Hands-on Lab

• Day 2

  • Pipeline

  • Right-Hand Tabs

  • Usage Phase Settings

  • Genability

  • Usage Phase

  • Project Phase Settings

  • Project Phase

  • Hands-on Lab

• Day 3

  • EverBright Financing Products

  • Quote Phase Settings

  • Quote Phase

  • Proposal Phase

  • Hands-on Lab

• Day 4

  • Qualification Phase

  • Contract Phase

  • Hands-on Lab

• Day 5

  • Operations Phase

  • Feature Settings

  • Configuration Settings

  • Reporting