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Profiles Forecaster Training & Support

Reference Guide

Your owner's manual

Your Profiles Forecaster Reference Guide is like an owner's manual. It describes the features of the application, and aims to familiarize you with Profiles Forecaster user interface. Topics covered include:

  • Software installation
  • Program functionality
  • Creating a new or opening an existing client case
  • Gathering and entering client data
  • Generating client presentation materials

Profiles Forecaster v3.0 Reference Guide