Unlock the Power of Insellerate
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Training helps you get started quickly on the path to success.
All videos are less than ten minutes.
You can search pages by topic; there will be videos to refer back to them in the future.
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Welcome to Insellerate
Training Success Tips
Using the Help Center
Insellerate Overview
Overview of Insellerate
Desktop Login
Passwords
Logout and Session Timers
Windows Notifications
Branching
Main Dashboard
Using the Main Dashboard
Navigation | Settings | Controls
Main Menu Bar
Controls: Leads and Calls
User Profiles
inFlow
inFlow Overview
Searching Applications
Searching Direct Mail
(Only for clients using Direct Mail as a lead generation source)
Pipeline Panel Overview
Creating a Lead
Pipeline Panel
Alerts
Pipeline Panel
Managing Follow-Ups
Pipeline Panel
Calendar
Pipeline Panel
Open Leads
Pipeline Panel
Unassigned Leads
Pipeline Panel
LOS Status Sections
Pipeline Panel
Application Panel Overview
Applications Workflow
Application Panel:
Status and Activities
Action Tools Overview
Application Panel
Click-To-Call
Application Panel
SMS | Text
Application Panel
Set a Follow-Up
Application Panel
Notes
Application Panel
Export Action Tool
Application Panel
Property Info
Application Panel
No Sale DNC Action Tool
Application Panel
inTouch
AgentConnect
Admin Overview
Set Up Branches
Brand Associations
Setting Up Users
Connecting Users to Pricing Engine
Optimal Blue
Creating Static Flyers
inSight
My Pipeline