Course curriculum

  • 1

    Book of Business

    • The Drop Down

    • Pods

    • Book of Business to Sales Funnel
  • 2

    Sales Funnel

    • Auto Transitioning in Sales Funnel

    • Logging a Call

    • Sending Single Emails

    • Bulk Emails

    • Log a Direct Message

    • Schedule a Meeting

    • The History

    • Log a Drop in

    • Assigning and Unassigning Account Managers

    • The Primary Contact & Adding
  • 3

    Accounts Tab

    • Adding a Single Account to the Sales Funnel

    • Account Statuses
  • 4

    To Do's

    • To-Do's

    • Completing a Historic To-Do
  • 5

    CityLifestyle.com Schedule Button

    • CL.com Schedule Button
  • 6

    Miscellaneous - Account Details, Email Tracker, & More

    • Email Tracker

    • Editing Clients CL.com Profile

    • Account Details