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Internal Platform Training is designed to help new employees become familiarized with the EverBright Platform. While there are currently two courses offered, The 2-Day course is designed for folks that want to know about the Platform, but likely won’t be using it on a day-to-day basis. The 5-Day course provides a bit more depth with the addition of a hands-on experience nearly every day. It is designed for folks who will be using the Platform themselves, or helping others to use the Platform. Both courses are introductory only (Platform mastery takes months), and only one of the two courses is needed for onboarding.
2-Day Course Syllabus
Instructor - Rick Dubbs richard.dubbs@goeverbright.com
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
5-Day Course Syllabus
Instructor - Rick Dubbs richard.dubbs@goeverbright.com
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
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