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Get Started

Getting Started

Scheduling Activities

Managing Task List & Follow Ups

Adding & Managing Contacts

Importing Contacts

Performing Lookups and Searches

Syncing & Using the Calendar

Downloading the App

Processing Automations

Customizing Fields & Layouts

Email Marketing & Campaigns

Getting Started with Email Marketing

How to Send Out Your Campaign

Your Guide to Creating Great Looking Email Templates

4 Steps to Market Domination – Onboarding Training Series

Introduction: 2 Steps Training Series

Introduction: 2 Steps Training Series

Step 1: Team Buy-In

Step 1: Team Buy-In

Step 2: Organize Customers

Step 2: Organize Customers

Step 3: Start Automating the Process

Step 3: Start Automating the Process

Step 4: Train the Team

Step 4: Train the Team

Sales Management

Creating Dashboards & Reports

Creating Dashboards & Reports

Managing Sales Pipeline

Managing Sales Pipeline

Integrations

Integrating Quickbooks

Integrating Quickbooks

RampedUp Training

RampedUp Training

Step 2: Organize Customers

Zapier Training

Step 3: Start Automating the Process

SMS Texting Campaigns

Step 4: Train the Team

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