Class Agenda

Some of these areas below will be covered but will be tailored to fit the needs of your company.

Using the System
Methods of Deal Entry
Searching for a Deal
Editing a Deal
Working with Contacts and Contact Types
Pricing
Credit Analysis Information
Documents
Workflow

Setting up a New System
How Do I decide What to Set Up?
System Setup
Finance Company Setup
Finance Program Setup
User Organization Setup
User Setup
Financial Product Setup
Yield Setup
Activating a New System and Logging into the Web Interface
Residual Product Setup
Document Templates
Credit Analyst Assignment
Workflow Setup
Common Adjustments to Setup

Lease Sales Manager One Training

Lease Sales Manager One is a sales-focused, front-end solution that generates incremental volume and reduces origination expenses and operating costs by providing your credit and operations staff with exciting features to help raise productivity and improve efficiency.

Lease Sales Manager is easy to use and quickly processes the leasing information you need, including applications, credit approvals and funding transactions.

Lease Sales Manager classes are designed to cover the full spectrum of Lease Sales Manager functions and features.

LeaseTeam offers quality on-site training classes that eliminate employee travel time and expenses, are customized to address your industry's issues, ensure consistent content for all attendees and privately discuss company-specific concerns.

Lease Sales Manager training will be held at customer site.

Training dates are subject to change and LeaseTeam reserves the right to cancel a training class. Each class requires minimum 2 person attendance. If a class is cancelled, all registered attendees will receive notification two weeks prior to scheduled training.

All LeaseTeam training programs qualify for CPE credits. Ask your instructor for more information about receiving credit. If you have any questions about registering for training, please contact Colleen Bell