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Training Sessions
Micro Videos, presentations, and links shared during Bite-Size Training (BST)
How to Add a nickname to a Contact? (BST)
When would you need to add a nickname? Where is the nickname displayed? How do I view the nickname in the contact list? Can I
Task Templates
In this article, you will learn: How to edit Task Template: How to share Task Templates: How to delete Task Template: How to use Task
Email Campaign Analytics (BST)
Checking Bad Emails What are bounced emails? What is the difference between open and clicked? How to track emails at multiple stages? What are the
Email Best Practices (BST)
Creating brand consistency with modules Do you know your logo color code? Using visuals instead of text Are you sending emails at the right time?
Stages in Pipeline Manager/Engagement (BST)
Questions from Training Zoom Recording
Contact 360 – BST
https://www.insuredmine.com/wp-content/uploads/2021/07/Contact-360-Janurary-4-2021.mp4
Adding a Quote in a Deal Card (BST)
https://www.insuredmine.com/wp-content/uploads/2021/07/Adding-a-Quote-BST-Zoom.mp4 Add a Quote Download
Add Labels (BST)
Add labels Download
Setting up Holiday Email Templates (BST)
https://www.insuredmine.com/wp-content/uploads/2021/07/Create-Holiday-Campaign-2.mp4 Hanukkah Campaign Download Holiday Campaigns Download Watch to learn how to set up your Holiday campaign
Data Tags (BST)
Nov 30 – Data Tags Download
Client Missing Information Widget (BST)
Client Missing information Download
Thanksgiving Campaign (BST)
Thanksgiving Campaign Download