Webinar: Introduction to Core Lite by ChangeGPS

Who should attend?

The Account Holder should attend this session.

About This Webinar

We are thrilled to have your firm onboard as new ChangeGPS Members.

To help you get your account up and running, join Brooke Locke, our New Member Onboarding Specialist, for a one hour session.

Agenda

Setup Company and User Profiles
Adjust Profile Settings
Upload Company Branding
Connect to XPM
Use Letters Merge
How to access Support - Access Knowledge Base, Tutorials and Submit a Ticket
Manage your subscription and billing

Presenters

Brooke Locke

Operations Coordinator, ChangeGPS

Lynda Mitchell

Onboarding & Member Success Manager, ChangeGPS

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