New Admin / Agent Training
Held Wednesdays at
Basic training for Admins/ Agents. We will cover these topics:
- Getting Started
- Managing Leads & Contacts
- Changing/ Adding Email Templates & Action Plans
- Automating Lead Distribution
- Automating initial Action Plans
- Using Smart Lists
- Maximizing your lead organization with Tags
- Answers to your live questions!
Prefer to Get Started Right Away? We have a full video training on the best practices for maximizing conversions and results with Follow Up Boss.