Elevate - Salesforce and Prioritization (03/2025)

Mar 6

1:00 pm

2:00 pm

(EST)

Learn:

Learn how to utilize Salesforce list views to increase productivity through proper prioritization of your team’s daily tasks. This includes the technical details of setting up your list views to ensure efficient follow up processes, and reinforce a culture of accountability in your agency.

Audience:

Event Overview:

Agents and Team Members

Recommendation:

Print the PDF handout (available on the class registration page the day of class) and be prepared to take notes and ask questions live. This technical course will walk you through what you need to know to set up efficient workflows for sales and service tasks in your office.

Instructors: