To book your initial one on one call with your Team Leader, login to your Portal and access the blue banner on the homepage, as shown below.
Once you click on that banner, it will open a calendar for you to select and confirm your time for a one on one with your Team Leader.
These calls are used as coaching tools with your Team Leader to allow you to review your Clients, opportunities and approach. Your Team Leader can reopen this banner for you at any time, following each call. If you do not have this banner showing in your Portal, please reach out to your Team Leader via email to alert them that you would like to book another call with them. They will then open your access so you may book the next call.
To book a Discovery Call with your Team Leader and a Client, please follow the steps shown here: How Do I Book a Discovery Call?
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