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Submit my work

Submitting your work to the trainer, with a signature.

When you finish the exercise, you hand everything in from within the CRM itself.

Before submitting: the signature

The signature is mandatory (it certifies that the work is yours). If you don't have one yet:

  1. Click on your name (bottom-left corner) → My profile.
  2. Under Email signature, write/format your signature.
  3. Save changes.

Submit

  1. In the sidebar, click "Submit your work".
  2. Confirm the trainer's email (it comes pre-filled) and, if you like, write a message.
  3. Click Submit work.

Your work (a snapshot of the CRM: customers, proposals, etc.) is delivered to the trainer, and they receive a notification.

You have 2 submissions

You can submit a maximum of 2 times. The counter shows 1/2 and then 2/2; on the third, it becomes locked. Submit when you're truly ready.

What the trainer sees

The trainer can review your work (customers, proposals) and generate the PDF of your proposals - using the template you designed.