Xeppo Core

Xeppo Core

The following videos will give you a great overview of the features of the xeppo portal.

Getting Started – The Basics

• Welcome to Xeppo
• Quick Search in Xeppo
• Notifications
• Dashboards

Groups and Clients (admin)

• Client Group Page Navigation (admin)
• Client Page Navigation (admin)
• Primary Contacts (admin)
• Setting Preferred Email (admin)

Rankings & Fee Categories (admin)

• Grouping Rankings Overview (admin)
• Rankings by Fee Categories Overview (admin)

Views

• Views overview
• How to build a view
• Actions Menu
• Setting ‘Default’ and ‘Favourite’ Views
• Managing your saved views

All training material labelled (admin), requires a login to the Xeppo Zendesk Portal. If you do not remember/do not have a Zendesk login, please contact Xeppo Support through [e-mail] to gain access to the entire library of training material.