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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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