Company Setup Configuration
Detailed explanation of Company Setup configuration options in TRACK.
CourseBy Brandon Gray
Core CRM Configuration
Detailed explanation of how to configure your TRACK CRM.
CourseBy Brandon Gray
Lead Management
The In's and the Out's of Lead Managment
CourseBy 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.
CourseBy Track PM Onboarding
TRACK CRM Setup - SMS Text Messaging Setup & How-To
Everything you need to know about configuring and managing the SMS Text Messaging feature.
CourseBy Brandon Gray
TRACK PULSE - Helpful Tips
How-To videos: toggle between screens while remaining "active-available", taking chats and calls simultaneously, and more!
CourseBy 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.
CourseBy Brandon Gray
TRACK PULSE - Manager Training
Everything you need to know to manage your team and configure TRACK to suit your business needs.
CourseBy Brandon Gray
Track Pulse Configuration
Detailed Explanation of How-To Configure TRACK PULSE
CourseBy Brandon Gray
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