Advisor Training
Training Offerings
From Navigate Basics and Appointment Campaigns to Progress Reporting, we offer a variety of trainings every term.
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On Demand Training
Let us know your training needs! We can arrange a time to meet with your office or department and provide training to everyone at one time.
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Custom Consultation and Training
Navigate is a robust system with many features. Once you’ve completed the Navigate Basic Training, you may decide to explore options for using this more broadly in your unit. If you need assistance figuring out which features work best for you and your department, please consider scheduling a consultation. We will review your workflow and processes, and create a setup that helps you get the most out of Navigate. Our team can meet with your group in person to implement these custom settings and provide training for your team. Contact us!