Course Curriculum

    1. Property Sales AI Desk Reference

    2. Cadences Desk Reference

    3. smrtPhone # Format Fix | New Tracking Number Field

    1. Lead Intake Specialist Process 2023

    2. Acquisition Specialist Processes 2023

    3. Transaction Coordinator Process 2023

    4. Disposition Manager Process 2023

    1. Scribe: How To Update Timezone

    2. Video: How To Update Timezone

    3. Video: Self Purchasing Licenses

    4. How to Mass Reassign Records + Remove User Access and Free Up a License

    5. Video and PDF: How To Add a New User

    6. PDF: How To Reset User Password

    7. PDF: How To Create Required Fields

    8. Video and PDF: How To Bulk Import Leads

    9. Scribe: How to Export Lead and Opportunity Records

    10. Video: How to Export Lead and Opportunity Records

    11. Scribe: Video: How to Add Fields as Columns in List View

    12. Video: How to Add Fields as Columns in List View

    13. Scribe: How To Check KPIs Of Appointments

    14. Video: How to Check KPIs Of Appointments

    15. Video and PDF: How To Assign New Roles

    16. Scribe: How to Create Email Template and Use Merge Field

    17. Video: How to Create Email Template and Use Merge Field

    18. Scribe: How To Create and Run Reports

    19. Video: How To Create and Run Reports

    20. PDF: How To Create and Edit Dashboards

    21. Video and PDF: How To Customize Kpi Goals (GAUGE CHART) On Dashboard

    22. Video and PDF: How To Edit Reports For Acquisition Reps

    23. Video and PDF: How to Update or Change User's Permission

    24. Video and PDF: How To Grant Left Main Access To Your Org

    25. PDF: How To Edit Preferred Location Under Buyer Account

    26. Video and PDF: How To Connect Additional Email Addresses/Email Calendar

    27. Video and PDF: How To Export Existing Report To An Excel Sheet

    28. Video and PDF: How To Map Newly Created Custom Field From Opportunity To Transactions

    29. Scribe: How To Rearrange The Components Of Your Page Layout? (Add Apps From Appexchange)

    30. Video: How To Rearrange The Components Of Your Page Layout? (Add Apps From Appexchange)

    31. Video and PDF: How to In-Line Edit While In All Leads View

    32. Scribe: How To Edit Lead Status Funnels (Lead Process)

    33. Scribe: How To Edit Opportunity Stage Funnels (Stages Process)

    34. Video: How To Edit Opportunity Stage Funnels (Stages Process)

    35. Scribe: How To Edit Transactions Path Funnels (Transactions Process)

    36. Video: How To Edit Transactions Path Funnels (Transactions Process)

    37. Scribe: How To Edit Dispositions Path Funnels (Disposition Process)

    38. Video: How To Edit Dispositions Path Funnels (Disposition Process)

    39. Scribe: How To Edit Picklists For Event Subject

    40. Video and PDF: How To Edit The Preset Automated Tasks

    41. Video and PDF: How To Add Lead Source

    42. PDF: How To Switch To Kanban View

    43. PDF: How To Add Unqualified Reasons

    44. Video and PDF: How To Add A Column To A Report

    45. Video and PDF: How To Add Custom Fields on Lead Records

    46. Video and PDF: How To Edit Page Layout

    47. Scribe: Adding Buyer Rating Values & Creating List Views

    48. Scribe: How To Add/Edit/View List View Filters (Leads, Opportunity, Tasks)

    49. Scribe: How To Map Custom Created Fields From Leads To Opportunity

    50. Video: How To Map Custom Created Fields From Leads To Opportunity

    51. Video: How to Add and Remove Utility Items on Your Utility Bar

    52. Scribe: How to Sync your Campaign Name to your Lead Source

    53. Video: How to Sync your Campaign Name to your Lead Source

    54. Scribe: How to Turn Notifications on for New Leads Through Campaign Object

    55. Video: How to Turn Notifications on for New Leads Through Campaign Object

    56. Scribe: How to Subscribe to or Send Reports to Email

    57. How to Make Opportunity Address the Transaction Name

    58. Video and PDF: How To Add Missing Objects to Sales App

    59. Video: How to Change Reset Password Policies

    60. How to Enable "Login As" Other Users

    61. Video: How to Remove Transaction and Disposition Permissions from Users

    62. Video: Control Access to Records Using Record Types

    1. Notice of New Contract

    2. Scribe: How to Utilize the Interested Buyers Object

    3. PDF: How to Add a Buyer

    4. Video: How to Add a Buyer

    5. Video: Lender Expenses & Transactions Expenses

    6. Scribe: How to View the Transaction Object as a Disposition Manager

    7. Video: How to View the Transaction Object as a Disposition Manager

    8. Scribe: How To Change the Transactions Record Type

    1. 360: Setting Up New User

    2. 360: How to Make a Call

    3. 360: How to View Missed Calls

    4. 360: How to Do a Cold Transfer

    5. 360: How to Send Buyers List Text Blast

    6. 360: How to Reassign Existing Number to Another User

    7. 360: How to Create Templates

    1. Enroll in the Cadences Certification Course

    2. How to Create Lead Round Robin Rules

    3. Cadences: How to Link Numbers to Campaigns and Sync Campaign Name to Lead Source

    4. Flows and Cadences: A One-on-One with Stephanie Betters

About this course

  • Free
  • 186 lessons

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