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Deputy Management Deep Dive (5)

In some cases it may make sense to have a dedicated assistant act as deputy to a group of principal advisors, being available to cover situations where a principal is unavailable. In such cases, the assistant would be added as a deputy to all the conversations assigned to all the principals in the group. In other cases, a firm may have a group of advisors who all act as deputies for each other. In this session, we explain to you how to configure it.
  • Deputy Management training session
  • Deputy Management presentation
  • Deputy Management Online Documentation
  • Satisfaction Survey
Completion rules
  • All units must be completed