Lots of Expert Agent members set their systems up when they first join us, yet as their knowledge of the system grows and their job role changes/develops forget to tailor things further so that the system is continuing to meet their needs. Having the basics set up in Expert Agent correctly can make a huge difference. Â As a Manager, you will probably want to ensure the system is setup to give a general overview of how the business is performing.
The items we will focus on are:
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