Advanced Tracking
Advanced Tracking Training
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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.
5/5
"*" indicates required fields