21 Days to Success with Sales Engine
- 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
Video Tutorials
- How to clear your browser's cache
- Updated Tools Tab & BayDocs integration
- Connecting to Google Mail & Calendar
- How to create your default view for SE Records list view
- Updated Import / Update Tool
- SE Reporting Dashboard Tutorial