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The Basics

[headline style="1" font_color="%23000000" align="center" headline_tag="h1"]The Basics[/headline]

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Onboarding

[headline style="17" font_size="60" font_color="%23363636" align="center" headline_tag="h2"]<h2 style="text-align: center;">Onboarding</h2>[/headline]

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Watch the videos below to get tutorial help for your onboarding process.

[/text_block]

[text_block style="style_1.png" align="left"]<h4 style="text-align: center;">Watch the videos below to get tutorial help for your onboarding process.</h4>[/text_block]

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What to expect as an intern at rebel Financial

[headline style="3" align="center" headline_tag="h4"]What to expect as an intern at rebel Financial[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2020/08/Mera-Onboarding.jpg" placeholder_width="847" placeholder_height="480" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGRpdiBjbGFzcz0idmlkZW9XcmFwcGVyIiBkYXRhLXZpZGVvaWQ9IjhmYmNhNjNjLTRjMGMtNGVmMy05OGUzLTc4YzM3N2U4YjA5MSI+PGlmcmFtZSBjbGFzcz0iYmJWaWRlb0lmcmFtZSIgd2lkdGg9IjYwMCIgaGVpZ2h0PSIzNDAiIHNyYz0iaHR0cHM6Ly9iYmVtYWlsZGVsaXZlcnkuY29tL2JiZXh0Lz9wPXZpZEVtYmVkJmlkPThmYmNhNjNjLTRjMGMtNGVmMy05OGUzLTc4YzM3N2U4YjA5MSIgZnJhbWVib3JkZXI9IjAiIHNjcm9sbGluZz0ibm8iIG1vemFsbG93ZnVsbHNjcmVlbj0iIiB3ZWJraXRhbGxvd2Z1bGxzY3JlZW49IiIgYWxsb3dmdWxsc2NyZWVuPSIiPjwvaWZyYW1lPjwvZGl2Pgo=" width="1" height="1" />[/video_lightbox]

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— SPACER —

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Microsoft Acct Setup

[headline style="3" align="center" headline_tag="h3"]Microsoft Acct Setup[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/microsoft-logo-300×134.png" placeholder_width="300" placeholder_height="134" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI5NDI2MjQiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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[text_block style=”style_1.png” align=”left”]

How to setup rebel Financial email account

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to setup rebel Financial email account</p>[/text_block]

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Setting Up Lastpass

[headline style="3" align="center" headline_tag="h3"]Setting Up Lastpass[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/images.png" placeholder_width="308" placeholder_height="163" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzA5ODY3MTciIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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[text_block style=”style_1.png” align=”left”]

How to install LastPass extension

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to install LastPass extension</p>[/text_block]

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What is BombBomb

[headline style="3" align="center" headline_tag="h3"]What is BombBomb[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/bombomb.png" placeholder_width="286" placeholder_height="176" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzAwOTI3NTIiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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How to use BombBomb and template emails

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to use BombBomb and template emails</p>[/text_block]

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Manual Scheduling

[headline style="3" align="center" headline_tag="h3"]Manual Scheduling[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/rebel_Large_decal-w-Tagline-2018.png" placeholder_width="4368" placeholder_height="2806" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI5NDM1ODIiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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How to schedule appointments using Sales Force classic

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to schedule appointments using Sales Force classic</p>[/text_block]

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Scheduling Appointments

[headline style="3" align="center" headline_tag="h3"]Scheduling Appointments[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/rebel_Large_decal-w-Tagline-2018.png" placeholder_width="4368" placeholder_height="2806" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI5NDI1NjciIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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[text_block style=”style_1.png” align=”left”]

How to input meeting information on Sales Force and the calendar

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to input meeting information on Sales Force and the calendar</p>[/text_block]

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Enrolling in Legal Shield

[headline style="3" align="center" headline_tag="h3"]Enrolling in Legal Shield[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/legalshield-logo-1.png" placeholder_width="600" placeholder_height="400" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzU0Njk3MTkiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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Organization: Asana Demo

[headline style="3" align="center" headline_tag="h3"]Organization: Asana Demo[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/asana-logo-300×111.png" placeholder_width="300" placeholder_height="111" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzU0Njk1NzgiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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New Features

[headline style="3" align="center" headline_tag="h3"]New Features[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/bombomb.png" placeholder_width="286" placeholder_height="176" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zODY1NDczMTkiIHdpZHRoPSI2NDAiIGhlaWdodD0iNDgwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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[text_block style=”style_1.png” align=”left”]

How to use new features on Bomb Bomb.

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to use new features on Bomb Bomb.</p>[/text_block]

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Uploading the vault

[headline style="3" align="center" headline_tag="h3"]Uploading the vault[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/rebel_Large_decal-w-Tagline-2018.png" placeholder_width="4368" placeholder_height="2806" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGRpdiBjbGFzcz0idmlkZW9XcmFwcGVyIiBkYXRhLXZpZGVvaWQ9IjVjYWZiMGE1LTdjZTEtNDYyYS1hNDY4LTJkYWMxMzVjNzkwOCI+PGlmcmFtZSBjbGFzcz0iYmJWaWRlb0lmcmFtZSIgd2lkdGg9IjYwMCIgaGVpZ2h0PSIzMzgiIHNyYz0iaHR0cHM6Ly9iYmVtYWlsZGVsaXZlcnkuY29tL2JiZXh0Lz9wPXZpZEVtYmVkJmlkPTVjYWZiMGE1LTdjZTEtNDYyYS1hNDY4LTJkYWMxMzVjNzkwOCIgZnJhbWVib3JkZXI9IjAiIHNjcm9sbGluZz0ibm8iIG1vemFsbG93ZnVsbHNjcmVlbj0iIiB3ZWJraXRhbGxvd2Z1bGxzY3JlZW49IiIgYWxsb3dmdWxsc2NyZWVuPSIiPjwvaWZyYW1lPjwvZGl2Pgo=" width="1" height="1" />[/video_lightbox]

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[text_block style=”style_1.png” align=”left”]

Uploading statements to Dropbox for all custodians

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;">Uploading statements to Dropbox for all custodians</p>[/text_block]

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Uploading Dropbox

[headline style="3" align="center" headline_tag="h3"]Uploading Dropbox[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/rebel_Large_decal-w-Tagline-2018.png" placeholder_width="4368" placeholder_height="2806" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGRpdiBjbGFzcz0idmlkZW9XcmFwcGVyIiBkYXRhLXZpZGVvaWQ9IjA0ZmQwNDlmLTcxZmUtNDYzNS1hMWQxLTMyOTRmNmEyNTUyZCI+PGlmcmFtZSBjbGFzcz0iYmJWaWRlb0lmcmFtZSIgd2lkdGg9IjYwMCIgaGVpZ2h0PSIzMzgiIHNyYz0iaHR0cHM6Ly9iYmVtYWlsZGVsaXZlcnkuY29tL2JiZXh0Lz9wPXZpZEVtYmVkJmlkPTA0ZmQwNDlmLTcxZmUtNDYzNS1hMWQxLTMyOTRmNmEyNTUyZCIgZnJhbWVib3JkZXI9IjAiIHNjcm9sbGluZz0ibm8iIG1vemFsbG93ZnVsbHNjcmVlbj0iIiB3ZWJraXRhbGxvd2Z1bGxzY3JlZW49IiIgYWxsb3dmdWxsc2NyZWVuPSIiPjwvaWZyYW1lPjwvZGl2Pgo=" width="1" height="1" />[/video_lightbox]

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Uploading statements to Vault for all custodians

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;">Uploading statements to Vault for all custodians</p>[/text_block]

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— SPACER —

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Click here for all of your webinar/edu videos.

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[text_block style="style_1.png" align="left"]<h4 style="text-align: center;">Click here for all of your webinar/edu videos.</h4>[/text_block]

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Webinars

[button_1 text="Webinars" text_size="22" text_color="#ffffff" text_bold="Y" text_letter_spacing="-1" subtext_panel="N" text_shadow_panel="N" styling_width="28" styling_height="17" styling_border_color="#000000" styling_border_size="1" styling_border_radius="6" styling_border_opacity="0" styling_gradient_start_color="#7a449a" drop_shadow_panel="N" inset_shadow_panel="N" align="center" href="https://team.rebelfinancial.com/continuing-edu-webinars/" new_window="Y"/]

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— SPACER —

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Administrative

[headline style="17" font_size="60" font_color="%23363636" align="center" headline_tag="h2"]<h2 style="text-align: center;">Administrative</h2>[/headline]

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— SPACER —

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Salesforce Intro & Dashboards

[headline style="3" align="center" headline_tag="h3"]Salesforce Intro &amp; Dashboards[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/1200px-Salesforce_logo.svg_.png" placeholder_width="1200" placeholder_height="841" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI5NDEwOTAiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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[text_block style=”style_1.png” align=”left”]

How to read an individuals page and understanding dashboards

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to read an individuals page and understanding dashboards</p>[/text_block]

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Financial Planning Onboarding

[headline style="3" align="center" headline_tag="h3"]Financial Planning Onboarding[/headline]

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[images style="0" image="https%3A%2F%2Fteam.rebelfinancial.com%2Fwp-content%2Fuploads%2F2021%2F09%2FScreen-Shot-2021-09-28-at-10.00.59-AM.png" width="3608" link_url="https%3A%2F%2Fteam.rebelfinancial.com%2Fwp-content%2Fuploads%2F2021%2F09%2FrF-Onboarding_-Financial-Planning.pdf" new_window="Y" align="center" top_margin="0" full_width="Y"]

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Dashboards in Salesforce

[headline style="3" align="center" headline_tag="h3"]Dashboards in Salesforce[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/1200px-Salesforce_logo.svg_-300×210.png" placeholder_width="300" placeholder_height="210" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PHNjcmlwdCBzcmM9Imh0dHBzOi8vZmFzdC53aXN0aWEuY29tL2VtYmVkL21lZGlhcy9weXU1bmVnc2JwLmpzb25wIiBhc3luYz0iIj48L3NjcmlwdD48c2NyaXB0IHNyYz0iaHR0cHM6Ly9mYXN0Lndpc3RpYS5jb20vYXNzZXRzL2V4dGVybmFsL0UtdjEuanMiIGFzeW5jPjwvc2NyaXB0PjxzcGFuIGNsYXNzPSJ3aXN0aWFfZW1iZWQgd2lzdGlhX2FzeW5jX3B5dTVuZWdzYnAgcG9wb3Zlcj10cnVlIHBvcG92ZXJBbmltYXRlVGh1bWJuYWlsPXRydWUiIHN0eWxlPSJkaXNwbGF5OmlubGluZS1ibG9jaztoZWlnaHQ6ODRweDtwb3NpdGlvbjpyZWxhdGl2ZTt3aWR0aDoxNTBweCI+Jm5ic3A7PC9zcGFuPg==" width="1" height="1" />[/video_lightbox]

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[text_block style=”style_1.png” align=”left”]

How to make a dashboard

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to make a dashboard</p>[/text_block]

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Tasks in SF and rFPW

[headline style="3" align="center" headline_tag="h3"]Tasks in SF and rFPW[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/1200px-Salesforce_logo.svg_-300×210.png" placeholder_width="300" placeholder_height="210" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PHNjcmlwdCBzcmM9Imh0dHBzOi8vZmFzdC53aXN0aWEuY29tL2VtYmVkL21lZGlhcy9hY2RpZXE5YzlrLmpzb25wIiBhc3luYz0iIj48L3NjcmlwdD48c2NyaXB0IHNyYz0iaHR0cHM6Ly9mYXN0Lndpc3RpYS5jb20vYXNzZXRzL2V4dGVybmFsL0UtdjEuanMiIGFzeW5jPjwvc2NyaXB0PjxzcGFuIGNsYXNzPSJ3aXN0aWFfZW1iZWQgd2lzdGlhX2FzeW5jX2FjZGllcTljOWsgcG9wb3Zlcj10cnVlIHBvcG92ZXJBbmltYXRlVGh1bWJuYWlsPXRydWUiIHN0eWxlPSJkaXNwbGF5OmlubGluZS1ibG9jaztoZWlnaHQ6ODRweDtwb3NpdGlvbjpyZWxhdGl2ZTt3aWR0aDoxNTBweCI+Jm5ic3A7PC9zcGFuPg==" width="1" height="1" />[/video_lightbox]

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[text_block style=”style_1.png” align=”left”]

How to enter tasks into rFPW

[/text_block]

[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to enter tasks into rFPW</p>[/text_block]

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Tracking CE hours in SF

[headline style="3" align="center" headline_tag="h3"]Tracking CE hours in SF[/headline]

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How to log CE hours in SF

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to log CE hours in SF</p>[/text_block]

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