Support Center - Video training
Getting Started Videos
Videos
 Syncronize Calendar
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Add New Contact
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Contact Status Types
Understand each of the types of contacts in your list, what they have access to and how to set them up in your contact list. Learn how your Console contact list is segmented between Prospects, Hot Leads, Active Clients and Inactive Clients. |
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What Is In The Clients Tab
What Is In The Clients Tab. Gain an understanding during this short video on what is in the Clients Tab, how your client file data is organized and where to go to put your hands on the information you need to support your clients in the coaching process. |