Sales Manager Training Journey
- Tristy Lee (Unlicensed)
- Rebecca Kornblum
Unlock the Power of Insellerate
Get started on your journey today...
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.
More content coming soon…
Welcome to Insellerate
Training Success Tips
Using the Help Center
Insellerate Overview
Overview of the Desktop
Desktop Login
Passwords
Logout and Session Timers
Windows Notifications
Mobile App Quick Start
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
in-Flow Partner Workflow
inFlow - Partner Workflow
Partner Workflow Overview
Partner Workflow
Creating a Referral Partner Using the Web App
Partner Workflow
Creating a Referral Partner Using the Mobile App
Partner Workflow
Associating Leads to Referral Partner
Partner Workflow
Associating Leads to Referral Partners Using the Mobile App
Partner Workflow
Viewing Leads Associated with your Referral Partner
Partner Workflow
Viewing Leads Associated with your Referral Partner Using the Mobile App
Partner Workflow
Real Estate Agent Report
Partner Workflow
Referral Partner Report
Partner Workflow
inSight
My Pipeline
inTouch
(This product is in active development. Some features shown may not be available at this time.)
Overview
User Profile: 1 Time Set-Up
Main Menu:
My Loan Programs & My Rates
My Flyers: Static Flyers
My Flyers: Listing Search
My Flyers: Manual Flyers
Property Website Landing Pages:
Pricing Job Aid Agent Connect:
AgentConnect Live Demo