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.