The Advisor Home page

The final role to be looked at in this demo walk-through is the Advisor.

To see this role, logout from the system, and then login as an advisor (

After logging in, the following page for Kenny will appear:

As usual, the Home Page for advisors is a smart "To Do" list that is custom to the role.

Demo Dive

Once again, it can be useful to look through this page for Advisor-specific checklist items.

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Last updated on by Philip Johnson