Wednesday, February 8
12:00 PM ET | 9:00 AM PT
COACH is where financial coaching practitioners help their customers track, achieve, and celebrate their financial goals and successes. In COACH, you can track a customer’s financial and life goals, spending, credit scores, and even view financial outcomes as they are being achieved. The COACH App also has a couple hidden gems and features that will be shared in this session!
If you have access to COACH in Salesforce, join Tamia Taylor-Bader, the Change Machine Tech Support Manager, in this live session to learn some important tips and tricks for using COACH. Questions are welcome and will be addressed in the last 15-20 minutes.