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Step-by-step class
Each lesson covers one tab and walks you through every option on it, in order. Open the tab beside the lesson and do each step as you read. When you finish a lesson, the next one opens. You can also take the class in a popup that floats over the hub, so you see each tab as you learn it. The class button stays in your menu after you finish, so you can come back any time.
23 lessons, one for each tab
Go in order the first time. Each lesson builds on the one before.
Marketing
7 options · 24 steps
Trading
13 options · 47 steps
Dynasty Trust
1 option · 8 steps
Client Logins
2 options · 10 steps