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Topics include:
- Navigating FRM
- Setting up Personal Options
- Entity Views
- Searching Entity Records
- Recording Notes
- Uploading Documents
- Deactivating Vs. Deleting Records
- Sending/Receiving Text Messages
- Merging Records
- Reviewing Audit History
- Creating Email Templates
- Adjusting Time-Zone Setting
- How to delete browser cookies
- Stopping Sync of Contacts from FRM to Outlook
- Adding Unsubscribe Link to an Email Template
- Send Email Quick Campaigns to a Marketing List
- Update User Signature
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Topics include:
- Advanced Find Queries
- Creating Personal Views
- Creating Personal Dashboards
- How to Pin Frequently Used records
- Exporting & Importing Data
- Committing Bulk Edits of Data
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Topics include:
- Open / Close Location
- Transfer Location
- Produce Item 20 Report
- Track Pages & Documents Viewed on Intranet
- Upload Documents to a Location Record
- Invite Franchisee to Intranet
- Change Franchisee Intranet Username / Password
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Topics include:
- Intro. to Leads & Opportunities
- Updating Opportunity Sales Stage
- Close Lead/Opportunity as Won, Lost, On Hold
- Send FDD to Single or Multiple Parties
- Reviewing Status of Sent FDD
- Locking/Unlocking Candidate Portal Content
- Auto. Unlock Candidate Portal Content at Specific Sales Stages
- Configure New Lead Auto-Reply Email
- Configure Drip Campaigns
- Configure Candidate Portal Invitation Email
- Edit FDD Email template
- Intro. to Candidate Portal Analytics
- Assign Lead/Opportunity to Another User
- Configure Lead Routing
- Inviting a Contact to the Candidate Portal
- Resetting a Contact’s Username/Password
- How to Pin Frequently Used records