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