TRAINING CENTER

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Quick Common Videos

Essential Basics of System Settings

Setting up Notifications

Enable Desktop Notifications

Inbound Call Settings

Uploading Voicemails

Add First Phone Number (Agency Owner)

Sales Stage Explainer Video

How do I share a Smart List with a user

How do I transfer a call to another user

How to create a Snippet

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

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

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