A series of training videos for all Marketing Resource Centre users / Une série de vidéos de formation pour tous les utilisateurs du Centre de ressources de marketing

English / Anglais

Ordering a customizable item - no approval required

How To demonstration of the process to customize an item and place the order. The item in the order does not require approval.
Sep-17-2020

Placing an order containing an item requiring approval

How To demonstration of the process for placing an order containing an item requiring approval
Sep-20-2020

Sending an email to assigned customers - for Portfolio Management Tool (PMT) users

A How To demonstration of the function to select an email/ecard item and send it to a set of assigned customers. For PMT users.
Sep-17-2020

Sending e-mail to customers - for Wealth, Home Financing and other non-PMT users

A How To demonstration of the process to send emails to customers for Wealth, Home Financing and other Non-Portfolio Management Tool (PMT) users.
Sep-18-2020

Download non-customizable item

How To demonstration of the function to download an item from the Marketing Resource Centre.
Sep-17-2020

Upload Employee Photo

A How To demonstration of uploading your employee photo into the Marketing Resource Centre (MRC)
Sep-18-2020

Add Internal Team Member

How to demonstration of the function to add an Internal Team Member in the Marketing Resource Centre.
Sep-17-2020

Add external team member

How To demonstration of the function to add an external team member, such as a real estate or other professional partner, in the Marketing Resource Centre
Sep-19-2020

View Order History

A How to demonstration of the function to check Order History in the Marketing Resource Centre.
Sep-17-2020