Getting Started Guide

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Quick Answers

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Creating and managing companies

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Creating your pitch

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Writing your plan

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Preparing a forecast

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LivePlan ProTips

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Downloading and printing

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Collaborating with others

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Using the benchmarks

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Tracking actuals on the Dashboard

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Using the schedule (milestones)

Managing your account

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Support and resources

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System requirements and security

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LivePlan for Strategic Advisors