Getting Started: Sales & Account Managers
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Course sections
Section 1
Business
1
Business: Working with a Business
2
Business: Looking Up a Business
3
Business: Entering a Business
4
Business Quiz
3 questions
Section 2
Contact
1
Contact: Entering a Contact
2
Contacts: Looking Up a Contact
3
Contacts: Working with a Contact
4
Contacts: Organizing into Folders
5
Contacts: Communicating from Contact Records
6
Contacts Quiz
4 questions
Section 3
Job
1
Jobs: Entering a Job
2
Jobs: Working with a Job
3
Jobs: Looking Up a Job
4
Jobs: Screening Questions
5
Jobs: Using Templates
6
Job Quiz
4 questions
Section 4
User Interface Configuration
1
UI Configuration: Dashboard
2
UI Configuration: Profile Configuration
3
UI Configuration: Spotlight
4
UI Configuration: WIP & Main Menu Configuration
5
User Interface Quiz
Section 5
Searching
1
Searching: SmartAI
2
Searching: Boolean Resume Search
3
Searching: Semantic Resume Search
4
Searching: Individual Records
5
Searching: Business and Contacts
6
Searching: Notes
7
Searching: Profiles
8
Searching: Keyword Resume Search
9
Searching
Section 6
Traks
1
Traks: ProjectTraks Usage
2
Traks: SalesTrak Usage
3
Sales/Account Manager Traks Quiz
Section 7
User Organization
1
User Organization: Working with Lists
2
User Organization: Job Folders
3
User Organization: Regular Folders
4
User Organization: Favorites
Section 8
Ad-Hoc Feature
1
Ad-Hoc: Job templates
2
Ad-Hoc: LinkedIn Screen Capture
3
Ad-Hoc: Google Calendar
4
Ad-Hoc: Outlook Toolbar
5
Ad-Hoc: Usage and Configuration Wizard
6
Ad-Hoc: Hiring Manager Portal
7
Ad-Hoc: SmartSync
8
Ad-Hoc: SmartSign
Section 9
Reports
1
Reports: Report Writer Basic
2
Reports: Standard Reports
Section 10
Bulk Import
1
Bulk Import: Auto Reader
Section 11
Communication
1
Communication: Email Templates
2
Communication: Bulk from Find
3
Communication: Bulk from WIP Lists
4
Communication: Bulk from Folders
5
Candidates: Communicating with Candidates
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Communication
Candidates: Communicating with Candidates
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