Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (38)
Policies (25)
Accounts (47)
Contact (83)
Client Portal (7)
Integration (41)
Pipelines (139)
Engagement (103)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (6)
eSignatures (25)
IMUG (3)
Training Sessions
Micro Videos, presentations, and links shared during Bite-Size Training (BST)
Deals by Carrier (BST)
How to find this deal chart? What is the difference between the widgets and deal cards? What are the variations for looking at the data?
Tracking Opened Email (BST)
Where are all the places to see when an email was opened? How to turn on popup notifications? Can you see when they open emails,
April 9 – Update Agent’s Name for Active Policy
https://www.youtube.com/watch?v=7hkBSWHNDu4Update Agent’s Name for Active Policy
Feb 12 – Task Filtered by Due Date
https://www.youtube.com/watch?v=bdqVGLWKwTATask Filtered by Due Date
Feb 17 – Cross-Sell Specific Carriers
https://www.youtube.com/watch?v=hRecz8bsdUwCross-Sell Specific Carriers
Feb 15 – Cross-Sell and/or Policy Category
https://www.youtube.com/watch?v=9mCMw9dAWGcCross-Sell and/or Policy Category
April 8 – Commenting on Tasks
https://www.youtube.com/watch?v=czc_ky8BcBICommenting on Tasks
Adding Comments to a Task (BST)
How to assignee multiple people to a task? How to attach files to a task Can you add multiple files to a task? How does
Feb 5 – Quick Actions in Contacts Module
https://www.youtube.com/watch?v=1IVY9la4pzUQuick Actions in Contacts Module
April 7 – Added Fields in Commercial Accounts
https://www.youtube.com/watch?v=gO21p75GAvQAdded Fields in Commercial Accounts
Additional Fields in Commercial Account (BST)
How to edit accounts? What fields are added? Why are Gross Sales not showing up? Can you sort your lists between email and phone numbers?
Feb 10 – Valentine’s Day Email Campaign
https://www.youtube.com/watch?v=zj3g5YVupXIValentine’s Day Email Campaign
