Best Practices
- Quality conversations: texting guide
- Manager quick reference guide
- How to reassign accounts
- How to upload a Campaign
- How do I track my progress with a Smart List or Campaign?
- Onboarding & Offboarding
- How to Send and Receive Files Safely with Statflo (via SFTP)
- How notifications work
- How to manage leads
- Task passing & management - Rep workflow
- Task passing & management - DM/Lead Prime Workflow