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Support & Help Desk
Sales Engine (SE)
21 Days to Success with Sales Engine

Articles in this section

Day 1: The Dashboard
Day 2: Initial setup & preferences
Day 3: Marketing campaigns
Day 4: Creating a new record
Day 5: Exporting to loan origination software
Day 6: Adding notes, reminders, and more
Day 7: Importing data
Day 8: Web lead delivery and forms
Day 9: Mining your data
Day 10: Working with partner records

See more

Day 17: Workflow automations

RF Support Agent

January 19, 2018 22:55

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Day 4: Creating a new record

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