Course Content
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7 Level FAQ'S The 7 Level Help Desk course is your complete guide to mastering the 7 Level App and Portal. Whether you’re a beginner or an experienced user, this course will help you understand every tool, feature, and shortcut — so you can manage clients, policies, sales, and reports with ease.
- 1. How to Bookmark the portal to open it easily ?
- 2. Advantages of the Early bird offer ?
- 3. How to download Bonus files from Portal ?
- 4 .How to Add Client in APP ?
- 5. How to add Client in Portal?
- 6. How to find out the Solution Pdf and Advisor Pdf in Portal ?
- 7.How to Share Pdf to client from the App ?
- 8.How to use App in two or more devices ?
- 9. How to make payment from the App ?
- 10.How to add Policies in the App ?
- 11. How to add policies in the Portal ?
- 12. How to create meeting, sale, premium in APP ?
- 13.How to create Meeting, sale and Premium in Portal ?
- 14 .How to create a referral link in App ?
- 15 .How to create a Referral link in Portal ?
- 16. How to change int rate, inflation in the App ?
- 17. How to install App if you change your Mobile ?
- 18 .How to reinstall and use App after uninstalling ?
- 19.Precautions for use of software in multiple devices and computer.?
- 20 .Understanding Dashboard Information in App
- 21 . Understanding Dashboard Information in Portal
- 22 .Search clients when too many clients are added in portal ?
- 23 . How is the Education Goals funded in the 7 Levels to Financial Freedom ?
- 24 . How to give certificates to customers
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