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Product image for Company Setup Configuration

Company Setup Configuration

Detailed explanation of Company Setup configuration options in TRACK.

Course•By Brandon Gray

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Product image for Core CRM Configuration

Core CRM Configuration

Detailed explanation of how to configure your TRACK CRM.

Course•By Brandon Gray

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Product image for Lead Management

Lead Management

The In's and the Out's of Lead Managment

Course•By Brandon Gray

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Product image for Onboarding: Track Implementation Pre-work

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 Onboarding

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Product image for TRACK PULSE - Agent Certification

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

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Product image for TrackPulse: Call Center & Web Chat Configuration

TrackPulse: Call Center & Web Chat Configuration

First impressions are key to any successful relationship. That's why it is important that agents and managers are putting their best foot forward when connecting with potential guests. Setting up a succinct and helpful call tree, or making sure that webchat topics are easy to pick between, will help conversations go as well as possible. After the phone calls wrap up, managers can review how it went and provide feedback to the agents for continuous improvement. Follow along in the videos, download the PDF guides, and be sure to take the brief quizzes included in each lesson to ensure a mastery of the different TrackPulse settings available.

Course•By Track Onboarding

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Product image for TRACK PULSE -  Helpful Tips

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

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Product image for TRACK PULSE - Manager Training

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

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