Video recorded on July 1, 2021
What is covered:
- Dashboard - How to view all of your open activities in one place and run saved searches.
- Searching - How to search all records and use quick search and advanced search.
- Agents, carriers, individuals, and policies - How to create new records.
- Activities - How to create and use activities to track your tasks and follow-ups.
- Reporting - How to run a birthday report, a policy renewal report, and a group report with primary contacts.
- Automated Workflow - A brief introduction.