Training Resources
A quick reference to videos and how-to-docs for frequently asked questions
- Call Center Manager - Campaign Setup
- Become an improveit 360 Super User
- Getting Started with improveit 360
- Lead Entry Training
- Marketing Manager Training
- Appointment Scheduling Training
- Call Queue - Telemarketer Training
- Sales Rep Mobile App Training
- Sales Manager Training
- Accounting Training
- Production Manager Training
- Foreman Mobile App Training
- Owner Reports & Dashboards Training
- Intro to System Administration Training
- Lifecycle of a Lead
- Appointment Scheduling and Resulting Process Diagram
- Sales Approval, Production and Job Costing Process Diagram
- improveit 360 Sales and Closed-Loop Marketing Flow
- Introduction to Building Custom Reports & Dashboards
- Settings - Lifecycle Email Communications (Projects)
- Settings - Lifecycle Email Communications (Sales)
- Use the Production Grid
- Production Grid - Deep Dive
- Add a New Source Type