NetLessor - Training Call

Overview

This article provides an overview of how to prepare for the NetLessor training call and what will be discussed, as well as outlines the next steps following the call. 

Client Preparation

Prepare to share your screen during the training. This is because we have found that you can retain much more of the training when guided through the individual training items in a hands-on approach. We would ask that you ensure your role has the necessary NetSuite permissions to use all NetLessor functionality. Typically, we would advise that the individual who will be sharing their screen is provided admin access.

NetLessor Training Call

Your Netgain implementation team will walk one of your team members through the lease lifecycle in NetLessor while he/she shares his/her screen. This usually encompasses everything from creating a new lease and running amortization entries, to renewing or terminating a lease early. This training session is typically recorded, so the recording can be shared with your team for future reference.

Next Steps

• Save the training call recording to your files.
• Practice these various processes in your sandbox account and become more familiar with NetLessor.
• Start your user acceptance testing.