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Admin Training Journey

Admin Training Journey

Owned by Tristy Lee (Unlicensed)
Last updated: Feb 15, 2023
1 min read

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 is coming soon…

 

[ 1 Unlock the Power of Insellerate ] [ 2 Welcome to Insellerate ] [ 3 Insellerate Overview ] [ 4 Main Dashboard ] [ 5 Navigation | Settings | Controls ] [ 6 inFlow ] [ 7 inTouch ] [ 8 inSight ]

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

 

 

 

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