Advanced Tracking

Advanced Tracking Training

We are here to assist you, so please feel free to contact us should you have any additional questions

Experience 5 Star Service.

Advanced Tracking Training Videos

1. Overall Navigation and Layout

2. What is tracked with Advanced Tracking and how to add leads manually

3. Viewing Leads

4. Updating Lead info

5. Using reminders

6. Using notes, attachments and event history

7. Approved events

8. Declined events

9. Very important information that must be filled in

10. Information contained in other lead types

11. Using filters

12. Exporting data to CSV

13. Basic reports

14. Further reports

Experience 5 Star Service.

Scroll to Top

Experience 5 Star Service