Andi® has an exciting new skill set to assist PrecisionLender users - tutorials! Andi® can now guide users through different processes on the opportunity screen. Currently, Andi® offers five tutorials (listed below) but she's working hard to learn more.
Andi® Tutorials will show PrecisionLender users how to...
- Print an Opportunity
- Set Payment Frequencies
- Price a Deposit
- Delete a Loan
- Create a Conversion Loan
Tutorials are presented in addition to support articles as options when users ask Andi® a question. The example below shows that the user searched the term 'Payment Frequency' and was presented with a tutorial entitled 'Show Me How to Set Payment Frequencies' along with two relevant support articles.
When a user clicks on the name of the tutorial, Andi® will show users where to click to complete a process. The blue circle on each pop-up is meant to represent the step the user is currently on vs. the number of steps they need to complete the process, so 1/2 means they are on step 1 of 2.