Investment Central: Approvals - Video

In this recorded webinar, we showcase the new Approvals module in Investment Central.

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About this course

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.

Curriculum0 hr 20 min

  • Investment Central - Approvals Video 0 hr 20 min
  • Survey

About this course

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.

Curriculum0 hr 20 min

  • Investment Central - Approvals Video 0 hr 20 min
  • Survey