Admin – Client intake

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As part of the Mainline admin team, one of your core responsibilities will be working with our clients to ensure all their fire protection safety needs are met. This module is structured for you to learn about our standard client intake process, and help you understand the flow from the first client contact to an accepted proposal.

The topics covered in this lesson will enable you to confidently set up clients in our system, ensuring that the rest of the team can work with a full understanding of our clients’ needs.


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