Admin Training

Admin Training Tour
9 Lessons
Intro and Home
Contacts and Communication
Additional Info in Contacts
Adding Contacts Through Toolbar
Tasks
Broadcasts
Pipeline
Messages, Money, Automations, and Reports
Settings Menu
The New Client Processes
3 Lessons
Phone Intakes
Handling Webform Requests
Recording a Scheduled Appointment
Tech Centered Practice
Next Module

Admin Training Tour

Admin Training Admin Training Tour
Module Content
0% Complete 0/9 Steps
Intro and Home
Contacts and Communication
Additional Info in Contacts
Adding Contacts Through Toolbar
Tasks
Broadcasts
Pipeline
Messages, Money, Automations, and Reports
Settings Menu
Back to Course
Next Module