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:
- Click on your name (bottom-left corner) → My profile.
- Under Email signature, write/format your signature.
- Save changes.
Submit¶
- In the sidebar, click "Submit your work".
- Confirm the trainer's email (it comes pre-filled) and, if you like, write a message.
- 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.