TABLE OF CONTENTS
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 renewal opportunities --> see here (2 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)
- Cross-Sell Database 22-23 --> see here for a walkthrough
- All partners that Cristo Rey schools have partnered with
- All partners that Cristo Rey schools have partnered with
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:
- Navigating, scheduling, and completing --> see here (18 min)
- Marking as not required, adding contacts, and reporting --> see here (16 min)
- Work-for-pay:
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)
- New User Sales Training - Recorded Summer 2023
Operations
- Attendance and Timecards - Recorded Summer 2023
- Managing Missed Days - Recorded Summer 2023
- Reporting for Operations - Recorded Summer 2023
- Retraining and Student Support - New Feature - Recorded Summer 2023
- School Custom Settings - New Feature - Recorded Summer 2023
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article