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Introduction: 2 Steps Training Series
Step 1: Team Buy-In
Step 2: Organize Customers
Step 3: Start Automating the Process
Step 4: Train the Team
Getting Started
Scheduling Activities
Managing Task List & Follow Ups
Adding & Managing Contacts
Importing Contacts
Performing Lookups and Searches
Syncing & Using the Calendar
Downloading the App
Processing Automations
Customizing Fields & Layouts
Creating Dashboards & Reports
Managing Sales Pipeline
Getting Started with Email Marketing
How to Send Out Your Campaign
Your Guide to Creating Great Looking Email Templates
Integrating Quickbooks
RampedUp Training
Zapier Training
SMS Texting Campaigns
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