About this document
Investor Cross Training Plan Overview by FAIZAL KHAN is a document available to read on EtoBox.
This two-day training plan provides corporate development team members with an overview of investors and the investor section of the platform. Day 1 focuses on the general tab, investors, and portfolios. Trainees will learn about new builds, scrub processes, and the differences between investors and corporate development. Day 2 continues with hands-on training on building and scrubbing corporate development portfolios, including special situations like news, activity logs, wind downs, and duplicate records.
- Author
- FAIZAL KHAN
- Language
- EN