Using Helper Resources and a Demo Lesson (June 16, 2021)

 This lesson takes Consultants through using Helper Resources to access a patron's account, use the various view of the fan chart to pick a place to explore and find new people to add to the patron's pedigree, and save the lesson in the lesson planner in Resources.  The demo is an actual lesson planned for a patron. This is the third of five lessons designed for beginning Consultants.


Link to the YouTube Video:  https://www.youtube.com/watch?v=fxu-ouR_7FY&t=9s


PDF of the Slide Deck:  Using Helper Resources and a Demo Lesson



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