The Basics The Basics
- *Start Here: Salesforce Getting Started
- Create and Transfer Borrower Contacts
- How to Create a New Partner
- Import Contact Lists into Salesforce
- Public vs. Private Partner Model
- Tuesday Update Calls and Pre-Approval Follow-up Guidance
Tips & Tricks Videos Tips & Tricks Videos
List Views, Reports and Dashboards List Views, Reports and Dashboards
- *Start Here: List Views, Reports and Dashboards
- Salesforce Homepage (2022)
- Agent Update Reports
- Birthdays, Loan Anniversaries and First Payment Calls
- Clean Up Lists
- Cloning List Views
Lead Management Lead Management
Outreach Outreach
- 1.0 Outreach Overview
- 2.0 Outreach New User Set Up Guide
- 3.0 Outreach User Guide Playbook
- 3.1 Navigating Outreach
- 3.2 Adding Contacts to sequence in Outreach
- 3.3 Handling tasks in Outreach
Salesforce Send360 Salesforce Send360
- *Start Here: Send360 Navigation and Template Search
- Adding a team email to marketing materials
- Autopilot - Automated Greetings & Gifts
- Co-Brand with Partners in Send360
- Creating Sports Schedules
- Custom Recipe Cards
Outlook with Salesforce Outlook with Salesforce
Pardot / Salesforce Engage Pardot / Salesforce Engage
- *Start Here: Engage Email Resource Library
- Engage Email FAQs
- Marketing Drip Campaign Overview
- Adding Contacts to the I've Moved Campaigns
- Agent Referral Booster Email Campaign
- Basic Prospect Drip Email Campaign