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  3. Training Resources

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 CostingĀ  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
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