Course curriculum

    1. Welcome

    1. Dashboard

    2. Add Button + Quick Search

    3. Contacts

    4. Home

    5. My Day

    6. Comms

    7. Sales

    8. Marketing

    9. Automation

    10. Reports

    1. Add and Manage Users

    2. Set Up Your User Profile

    3. Update Company Address

    4. Where do I go if I have questions?

    1. Contact Record Overview

    2. Contact Search Overview

    3. Task Tab Overview

    4. Importing Contacts by CSV

    5. Add Contacts Manually and Automate Follow-up

    6. Custom Internal Form Settings

    7. Export and Mass Update Contact Records

    1. What are Tags and Custom Fields?

    2. Create and Edit Custom Fields

    3. Tags Overview

    1. Dashboard Overview

    2. Lead Scoring Overview

    3. Sales Overview

    4. Marketing Overview

    5. List Management Overview

About this course

  • Free
  • 32 lessons
  • 1 hour of video content

Discover your potential, starting today