Classes
Elevate - Salesforce and Prioritization

Elevate - Salesforce and Prioritization

May 15
May 15
1:00 pm
2:00 pm
(EST)
Learn:
Learn how to utilize Salesforce to increase productivity through proper prioritization of your team’s daily tasks. This includes the technical details of setting up your list views to ensure efficient follow up processes, and reinforce a culture of accountability in your agency.
Audience:
Event Overview:
Agents and Team Members
Recommendation:
Watch the Salesforce & Prioritization video Use the handout to set up each person’s system based on the instructions provided. Have questions ready to be addressed live during class.
Instructors:
Dan
Carrie
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May 15, 2025 1:00 PM
May 15, 2025 2:00 PM
America/New_York
Agents and Team Members
https://us02web.zoom.us/j/87881638484
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