Getting Started (13)
Training Sessions (82)
Report (17)
Release Notes (36)
Policies (20)
Accounts (42)
Contact (78)
Client Portal (7)
Integration (40)
Pipelines (129)
Engagement (100)
Setting (40)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (41)
FAQ (1)
Form (30)
Document Manager (1)
Opportunities (2)
Work Email (9)
Agent App (7)
eSignatures (19)
IMUG (3)
Training Sessions
Micro Videos, presentations, and links shared during Bite-Size Training (BST)
April 6 – Expected Revenue
https://www.youtube.com/watch?v=ZwelLsR7gkIExpected Revenue
April 5- Set Landing Default Page
https://www.youtube.com/watch?v=jrhAj5mH_kgSet Landing Default Page
March 26 – More about Forms
https://www.youtube.com/watch?v=1KbmOXD03OsMore about Forms
Set Landing Default Page (BST)
How to set the landing default page? What page is recommended to set as a landing default page? How to access the Get Started Page?
March 1 – Quoterush
https://www.youtube.com/watch?v=_DT2JcAIHF0Quoterush
March 8 – Pipeline Automation
https://www.youtube.com/watch?v=_K3HkESlYckPipeline Automation
March 9 – Lead Source
Lead Source
March 10 – Restrict Stage Change
Restrict Stage Change
March 15 – St. Patty’s Day Email Campaign
St. Patty’s Day Email Campaign
March 15 – St. Patrick’s Day Email Campaign
https://www.youtube.com/watch?v=ZCrdfL3JQTwSt. Patrick’s Day Email Campaign
March 18 – Agency Folder
https://www.youtube.com/watch?v=APlgC-BJpksAgency Folder
March 19 – View other Calendars
https://www.youtube.com/watch?v=KJ0jcAJKUrEView other Calendars
