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Home » Knowledge Base » Training Sessions » Bite Size training(BST)
  • Training Sessions

Bite Size training(BST)

  • July 20, 2021
May 10 – Assigned Agent Feature in Single Contact Drip (SCD)
May 6 – Clickable Link in Overall Portal
May 5 – X-Date
April 28 – Retention Board
April 21 – More about Reports
April 19 – Reports
April 16 – How to change an agent from an existing Policy
April 15 – Deals by Carrier
April 14 – Widgets and Deal Charts
April 12 – Tracking Opened Email
April 9 – Update Agent’s Name for Active Policy
April 8 – Commenting on Tasks
April 7 – Added Fields in Commercial Accounts
April 6 – Expected Revenue
April 5- Set Landing Default Page
March 26 – More about Forms
March 25 – Form Builder
March 24 – Website Widgets Forms
March 23 – Update Contact Form
March 22 – Create a Deal Card from Forms
March 19 – View other Calendars
March 18 – Agency Folder
March 17 – Default Signature & Tag
March 16 – St. Patty’s Day pt. 2
March 15 – St. Patty’s Day Email Campaign
March 12 – Assigning Primary Agent (star)
March 11 – Multiple LOB or Carriers in a card
March 10 – Restrict Stage Change
March 9 – Lead Source
March 8 – Pipeline Automation
March 5 – User Management
March 4 – Future Policies
March 3 – Short Keys
March 2 – Previously shared forms, tags, and labels?
March 1 – Quoterush
Feb 26 – Did a campaign go out? Check analytics!
Feb 25 – Contacts and All Mail Folders in Work Email
Feb 24 – What is a Bad Email?
Feb 23 – Auto Saving of Work Email Draft
Feb 22 – Add Task from your IM Inbox
Feb 18 – Referral Request Automation in 5 minutes!
Feb 17 – Cross-Sell Specific Carriers
Feb 16 – Client can provide Google Review from email directly
Feb 15 – Cross-Sell and/or Policy Category
Feb 12 – Task Filtered by Due Date
Feb 11 – Deal Health Chart
Feb 10 – Valentine’s Day Email Campaign
Feb 9 – New Pipeline Manager Automation pt 2
Feb 8 – New Pipeline Manager Automation pt 1
Feb 5 – Quick Actions in Contacts Module
Feb 4 – Adding Dispositions to a Contact
Feb 3 – Full Contact in Contact 360
Feb 2 – Merging Carriers
Feb 1 – Add a Nickname to a Contact
Jan 29 – Email Campaign Analytics
Jan 27 – Create Stages in Pipeline Manager/Engagement
Jan 9 –
Jan 8 – How to view emails prior to deal card
Jan 6 – Linking multiple contacts to one account
Jan 4 – Contact 360
Dec 28 – Adding a Quote Inside a Deal Card
Dec 8 – Holiday Campaign
Dec 7 – Add Labels
Nov 30 – Data Tags
Nov 25 – Client Missing Information Widget
Nov 24 – Thanksgiving Campaign
Nov 23 – Modules in Template Builder
Nov 20 – Action in Contacts
Nov 19 – Intro to SCD
Nov 18 – Carrier by Business Share
Nov 17 – Update and Copy a Template
Nov 16 – Goal Management
Nov 12 – Welcome Client Automation
Nov 11 – Deal Value by Stages
Nov 10 – Reuse Header & Footer
Nov 9 – How to record a Won or Lost Deal
Nov 6 – Calendar Analytics
Nov 4 – Notifications
Nov 3 – Google Reviews & Client Pulse
Nov 2 – List Segmentation
Oct 30 – 10 common FAQ pt. 2
Oct 28 – Set up Halloween Campaign
Oct 27 – Calendar Management
Oct 26 – Copy or Move a Deal Card
Oct 23 – 10 common FAQ
Oct 22 – 3 Automations
Oct 21 – 4 KPIs to Follow
Oct 20 – Create 3 triggers in your sales process for SCD
Oct 19 – 5 important data points in a deal card

 

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