Congratulations, you've decided to use XYIS and have officially gotten set up on the platform! We could be more excited for you and think you've made a great choice. Now that you're ready to rock and roll, we're going to begin your training. XYIS training consists of two calls.
The first call will cover how to navigate the platform and where to find the tools to do the tasks you'll accomplish on a regular basis, including how to open accounts using XYIS. The second call will go over how you work with the XYIS service team in assigning models and requesting service items once accounts are opened.
Below you'll find all the resources we'd love for you to review before you join us for our first call together. If you can watch these videos, it will give you a clearer picture of the platform ahead of time so we can spend our time on the stuff that really matters. Thanks for using XYIS, we can't wait to partner with you!
Please let us know if you have any questions at firstname.lastname@example.org or (360) 301-7579.