All Video Tutorials
All available video tutorials are listed below. They are also linked in their respective help articles.
Video Tutorials
General
- Downloading, installing, and registering Salesforce Authenticator --> see here (3 min)
- Syncing your email to Salesforce (if using Einstein Activity Capture):
Sales
- Creating 22-23 renewal opportunities --> see here (13 min)
- Mass converting prospects into 22-23 new jobs --> see here (6 min)
- Creating and updating opportunities --> see here (19 min)
- 2021-2022 Cross-Sell Database:
- Sending contracts using HelloSign templates:
- Navigating and customizing 22-23 sales reports & dashboards --> see here for Pt I and here for Pt II (24 min total)
Operations
- Taking attendance and sending time cards --> see here (12 min)
- Managing missed days and scheduling make-up days --> see here (13 min)
- Ending and creating employments --> see here (6 min)
- Logging site visits:
- Work-for-pay:
- Tracking Covid vaccinations:
Beginning-of-Year Processes
- Placing students prior to the beginning of the year --> see here (13 min)
- Managing student requirements --> see here (8 min)
Recorded Trainings
Sales
- Intro to opportunities --> see here (25 min)
- Integrating email, sending contracts, reporting --> see here (60 min)