Repertoire Training Resources
Repertoire is a tool that allows you & your team to view data entered into the back office. It allows you to view commission statements, print reports, view clients, and even renew your annual state registrations.
Repertoire is phasing in different features and is in the process of rolling out different workflows (aka Service Requests). The latest has to do with money movement (see below). More items are being added all the time.
Below please find recordings of training sessions conducted for Kingswood reps by Repertoire. You will be asked to provide your name & email address to view them.
Questions? Please contact Carlos Yearwood at firstname.lastname@example.org or Eddie Kazatsky at email@example.com.
Overview of Repertoire Commission System, Reports and Statements
Explanation of the workflow system as it pertains to Money Movement.