TRAINING CENTER
GETTING STARTED
Essential Basics of System Management
Setting up Notifications
Enable Desktop Notifications
Inbound Call Settings
Uploading Voicemails
Add First Phone Number (Agency Owner)
INTERMEDIATE
Enhancing Efficiency in System Administration
New Lead Process
Welcome & Pending Contact Workflows
Working your Follow-up Call List
Quoted, X-dated, Claims, Bad Lead
Requoting & Closing Policies
Filtering Views
Setting up Calendars
Switching Dashboards
Creating Templates/Snippets
Email Conversations
Google Review SMS Template
ADMIN
All there is to know as an account admin
Verified Caller IDs
APEX Downloads
Round Robin Assignment
Scheduled Email Reports
Rate Mate Workflow
Smart Lists (Adding columns, sorting, and new lists)
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