Course curriculum

    1. Welcome

    1. Adding an Agent to Lead Distribution

    2. Creating Categories for Custom Fields

    3. Settings Quiz

    1. Relationships and Merging Contacts

    2. People Quiz

    1. Smart List - Columns

    2. Editing Smart Lists

    1. Automations

    2. Mass Applying Automations

    3. Automations Quiz

    1. Adding Contact Custom Fields

    2. Reordering and Editing Contact Custom Fields

    3. Contact Custom Fields Quiz

About this course

  • Free
  • 21 lessons
  • 2 hours of video content

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