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 WEDNESDAY 4/1/15
9:00 - 9:45 AM PST:
Basic Training
- Mass Email, Email Tracking, Bounced Contacts.
- Clone Email Template, Send a Mass Email, html Email Report, Bounced Contacts.
THURSDAY 4/2/15
11:00 AM- 12 PM PST:
Basic Training
- The 4 Basics: Getting Started
WEDNESDAY 4/8/15
9:00 - 9:45 AM PST:
Intermediate
THURSDAY 4/9/15
11:00 AM- 12 PM PST:
Basic Training
- The 4 Basics: Getting Started
WEDNESDAY 4/15/15
9:00 - 9:45 AM PST:
Intermediate
Intro to Workflows
- Rule Criteria, Task, Email Alert, Field Update.
- New Lead Workflow, Loan Process Workflow, Show Marketing Campaign Workflow.
THURSDAY 4/16/15
11:00 AM- 12 PM PST:
Basic Training
- The 4 Basics: Getting Started
WEDNESDAY 4/22/15
9:00 - 9:45 AM PST:
Advanced Training
Views & Reports for Advanced Users
- Views with Multiple Criteria: Lead Tracking Views, Contacts Needing Campaigns, Contacts Who Meet Certain Criteria (i.e. Realtor last 30 days).
- Explain the Difference Between Views and Reports.
- Create the Same Views in Reports & Show the Export & Scheduling Feature.
THURSDAY 4/23/15
11:00 AM- 12 PM PST:
Basic Training
- The 4 Basics: Getting Started
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