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

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

    12. Scribe: How To Check KPIs Of Appointments

    13. Video: How to Check KPIs Of Appointments

    14. Video and PDF: How To Assign New Roles

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

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

    17. Scribe: How To Create and Run Reports

    18. Video: How To Create and Run Reports

    19. PDF: How To Create and Edit Dashboards

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    38. Scribe: How To Edit Picklists For Event Subject

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

    40. Video and PDF: How To Add Lead Source

    41. PDF: How To Switch To Kanban View

    42. PDF: How To Add Unqualified Reasons

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

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

    45. Video and PDF: How To Edit Page Layout

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

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

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

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

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

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

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

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

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

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

    56. How to Make Opportunity Address the Transaction Name

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

    58. Video: How to Change Reset Password Policies

    59. How to Enable "Login As" Other Users

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

    61. 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
  • 185 lessons

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