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Investment Central - Approvals Webinar 1 hr 0 min
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Survey
Investment Central - Approvals Webinar
In this webinar, we will showcase the new Approvals module for Investment Central.
This module is meant to give Investment Central users more control over the information managed on their site. We'll discuss some of the new screens this modules includes, and discuss common use cases for the approvals process. You can expect to see approvals such as setting up properties, financial transaction reviews, equity installment approvals, and discuss the opportunity to build approvals around additional workflows.