Program Curriculum
Day 1 | Onboarding
Available in
days
days
after you enroll
Day 1 | Basic Training
Available in
days
days
after you enroll
- Core Modules Explained (5:24)
- Create a Lead (1:37)
- Edit Lead (1:31)
- Clone Records (1:10)
- Add Notes (1:54)
- Attach Files (1:41)
- Creating Activities (5:24)
- Creating Contacts and Save and New (1:37)
- Delete and Restore Records (2:40)
- Mass Update Records (1:27)
- Convert a Lead (4:32)
- Search for a Record (3:14)
- Record View Types (4:21)
- Create a Custom View (3:48)
- Send an Email (1:41)
- Email Insights (1:52)
- Create an Email Template (2:57)
- Send Mass Emails (1:51)
- Create and Send a Quote (3:02)
- Create a Report (4:27)
- MOBILE Create, Edit, and Delete a Lead (1:42)
- Give Feedback
- MOBILE Search for a Record (1:10)