Little giant marketing

TRAINING VIDEO LIBRARY

GETTING STARTED

Essential Basics of System Management

Setting up Notifications

Enable Desktop Notifications

Inbound Call Settings

Uploading Voicemails

INTERMEDIATE

Enhancing Efficiency in System Administration

Setting up Calendars

Creating Templates/Snippets

Switching Dashboards

Email Conversations

Filtering Views

New Lead Process

Welcome & Pending Contact Workflows

Working your Follow-up Call List

Quoted, X-dated, Claims, Bad Lead

Requoting & Closing Policies

Google Review SMS Template

ADMIN

All there is to know as an account admin

Verified Caller IDs

Dashboard Folio Dates

Round Robin Assignment

Scheduled Email Reports

Rate Mate Workflow

Aged Lead Workflow

Smart Lists (Adding columns, sorting, and new lists)

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