Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Customer Coordinators-using Genesis
Scripts and the system
Equifax Script (5:38)
Adding contact details (6:59)
Customer Coords Statuses (6:41)
How to ID a client (4:01)
Driving licences and codes (6:12)
Using Genesis
Locating or adding new client (4:44)
Third party
Lodging an event (9:24)
Booking a bucket and transferring a hot lead (4:32)
Client Identification (4:01)
Adding another person to the file (5:11)
Updated Privacy consent for Credit report April 2025
Credit report tab (3:36)
Editing wrong numbers (2:49)
Viewing if an event is on file (7:01)
Questionnaire step 1 (7:10)
Questionnaire step 2 (7:15)
HEM-Questionnaire (4:42)
Viewing if the client has a ban on Equifax
Teach online with
Customer Coords Statuses
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock