Section 4: Submitting the Pre-Application Form - Video

Join Ryan once again as he explains the next step in the customer journey: Submitting the Pre-Application Form.   Once the customer’s Gap Analysis is underway, you need to:   1️⃣ Understand what happens to your customer once you submit their Pre-Application to the Accreditation Operations team 2️⃣ Select the appropriate Pre-Application form and finalize the Opportunity Record 3️⃣ Introduce the customer to Operations and facilitate a warm handoff