| Planning & Coordination |
Session Calendar
Notifications by mail of new sessions, ...
Coach Dashboard
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Customer Calendar
Overview of programs and sessions
Customer Dashboard
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Management of programs and sessions
Follow-up of unscheduled sessions
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| Surveys |
Registration of Participants
Initiate Satisfaction Survey
Follow-up of Insights Questionnaires
Follow-up of MBTI Questionnaires
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Answer Surveys
Follow-up of Questionnaires
Download Insights Profile
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| Sales |
Management of my customers
Management of contacts of my customers
Management of customer product prices
My Sales & Lead Fees
Account Manager Dashboard
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Management of default product prices
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| Invoicing |
Overview of my invoices to send to Triangis
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Overview of my sales
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Management of KMO-portefeuille
Reception and Validation of Purchase Invoices
Creation of Sales Invoices
Registration and follow-up of PO numbers
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