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Training Journey By Role

Learn how to leverage all of the features in Insellerate to maximize your productivity and investment.

  • Videos under 10 minutes

  • New video content as releases come out enhancing Insellerate

  • Refresh your knowledge

  • Hear about best practices

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Training Journey By Topic

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[{"label":"Overview","id":"1","content":{"version":1,"type":"doc","content":[{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://insellerate.atlassian.net/wiki/download/attachments/2273673269/Overview%20Header%201.png?version=1&modificationDate=1659044798193&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Overview of how to use Insellerate’s overall functionality, including navigation, desktop and mobile applications, controls and settings."}]},{"type":"paragraph","content":[{"type":"text","text":"Learn more in the "},{"type":"text","text":"Overview","marks":[{"type":"link","attrs":{"href":"https://insellerate.atlassian.net/servicedesk/customer/portal/3/topic/7e37120d-06d8-46be-92af-adb59be3cab7/article/2274263078"}}]},{"type":"text","text":"."}]},{"type":"paragraph","content":[]}]},"icon":""},{"label":"inSight","id":"2","content":{"version":1,"type":"doc","content":[{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://insellerate.atlassian.net/wiki/download/attachments/2273673269/inSight%20Header%201.png?version=1&modificationDate=1659044920395&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Understand the reports that will help you manage your pipeline, marketing, lead distribution and more..."}]},{"type":"paragraph","content":[{"type":"text","text":"More content coming soon…","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}}]}]},{"type":"paragraph","content":[{"type":"text","text":"Learn about the features in "},{"type":"text","text":"inSight","marks":[{"type":"link","attrs":{"href":"https://insellerate.atlassian.net/servicedesk/customer/portal/3/topic/7e37120d-06d8-46be-92af-adb59be3cab7/article/2274852929"}}]},{"type":"text","text":"."}]}]},"icon":""},{"label":"inFlow","id":"vr2yqa6fb","content":{"version":1,"type":"doc","content":[{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://insellerate.atlassian.net/wiki/download/attachments/2273673269/inFlow%20Header%201.png?version=1&modificationDate=1659044867087&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"See your active pipeline and the current status of your leads. Communicate with clients and move their applications to the next step."}]},{"type":"paragraph","content":[{"type":"text","text":"More content coming soon…","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}}]}]},{"type":"paragraph","content":[{"type":"text","text":"Learn about the features in "},{"type":"text","text":"inFlow","marks":[{"type":"link","attrs":{"href":"https://insellerate.atlassian.net/servicedesk/customer/portal/3/article/2274263110?src=416798237"}}]},{"type":"text","text":"."}]}]}},{"label":"inTouch","id":"657v0g340","content":{"version":1,"type":"doc","content":[{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://insellerate.atlassian.net/wiki/download/attachments/2273673269/inTouch%20Header%201.png?version=1&modificationDate=1659044968507&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Engagement will open doors to communicate with your clients via Email, Ringless Voicemail, and SMS."}]},{"type":"paragraph","content":[{"type":"text","text":"More content coming soon…","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}}]}]},{"type":"paragraph","content":[{"type":"text","text":"Learn about the features in "},{"type":"text","text":"inTouch","marks":[{"type":"link","attrs":{"href":"https://insellerate.atlassian.net/servicedesk/customer/portal/3/article/2274852961?src=-373632170"}}]},{"type":"text","text":"."}]}]}},{"label":"inLead","id":"gel27titk","content":{"version":1,"type":"doc","content":[{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://insellerate.atlassian.net/wiki/download/attachments/2273673269/inLead%20Header%201.png?version=1&modificationDate=1659044995396&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Manage your marketing campaigns with direct integration, uploads. Set up lead distribution methods."}]},{"type":"paragraph","content":[{"type":"text","text":"More content coming soon…","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}}]}]},{"type":"paragraph","content":[{"type":"text","text":"Learn about the features in "},{"type":"text","text":"inLead","marks":[{"type":"link","attrs":{"href":"https://insellerate.atlassian.net/servicedesk/customer/portal/3/article/2274951169?src=660992333"}}]},{"type":"text","text":"."}]}]}},{"label":"Admin","id":"2w0gdvi1j","content":{"version":1,"type":"doc","content":[{"type":"mediaSingle","attrs":{"layout":"center"},"content":[{"type":"media","attrs":{"type":"external","url":"https://insellerate.atlassian.net/wiki/download/attachments/2273673269/Admin%20Header%201.png?version=1&modificationDate=1659045028099&cacheVersion=1&api=v2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Learn how to be an Admin in Insellerate and the options to manage permissions, and users."}]},{"type":"paragraph","content":[{"type":"text","text":"More content coming soon…","marks":[{"type":"textColor","attrs":{"color":"#ff5630"}}]}]},{"type":"paragraph","content":[{"type":"text","text":"Learn about the features in "},{"type":"text","text":"Admin","marks":[{"type":"link","attrs":{"href":"https://insellerate.atlassian.net/servicedesk/customer/portal/3/article/2274852897?src=335518472"}}]},{"type":"text","text":"."}]},{"type":"paragraph","content":[]}]}}]

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