Lead Management
The In's and the Out's of Lead Managment
- Course
- By Brandon Gray
TRACK CRM Setup - SMS Text Messaging Setup & How-To
Everything you need to know about configuring and managing the SMS Text Messaging feature.
- Course
- By Brandon Gray
TRACK PULSE - Helpful Tips
How-To videos: toggle between screens while remaining "active-available", taking chats and calls simultaneously, and more!
- Course
- By Brandon Gray
TRACK PULSE - Manager Training
Everything you need to know to manage your team and configure TRACK to suit your business needs.
- Course
- By Brandon Gray
TRACK PULSE - Agent Certification
Everything you need to know about answering and disposition of calls, view/processing emails, responding to texts and answering chats appropriately.
- Course
- By Brandon Gray
Company Setup Configuration
Detailed explanation of Company Setup configuration options in TRACK.
- Course
- By Brandon Gray
Core CRM Configuration
Detailed explanation of how to configure your TRACK CRM.
- Course
- By Brandon Gray
Track Pulse Configuration
Detailed Explanation of How-To Configure TRACK PULSE
- Course
- By Brandon Gray
Onboarding: Track Implementation Pre-work
These videos will be assigned by your Project Manager and will help to ensure a successful implementation of Track.
- Course
- By Track PM Onboarding