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
Previous Lesson
Next Lesson

Messages, Money, Automations, and Reports

Admin Training Admin Training Tour Messages, Money, Automations, and Reports
Previous Lesson
Back to Module
Next Lesson