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  1. Support & Help Desk
  2. Sales Engine (SE)
  3. 21 Days to Success with Sales Engine

21 Days to Success with Sales Engine

A series of 21 highly-focused and practical video tutorials that will help you apply your best sales practices in Sales Engine- CRM.

  • 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
  • Day 11: Using bulk actions
  • Day 12: Your calendar & integration with Google & Microsoft Exchange
  • Day 13: 3 things you should do with every record
  • Day 14: Customizing Sales Engine
  • Day 15: Reporting
  • Day 16: Managing users in Sales Engine
  • Day 17: Workflow automations
  • Day 18: The day in the life of a record in Sales Engine
  • Day 19: Real-life examples of data mining in SE
  • Day 20: Nurturing B2B referral partners in SE
  • Day 21: Best practices in Sales Engine
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