CRM TRAINING | Real Financial iKons

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CRM TRAINING

Learn how to use the system and scale your business in record speed! Please watch all of the videos in order to get the most out of your free trial.

Phase 1: Setting up your account

1: Setting up User

2: Getting the app

3: Setting up the Automations

4: Understanding the Pipelines

Phase 2: How to use

1: Uploading Leads

2: How to power dial

3: Voicemail Drop

4: Filter who you're calling

5: Buying new numbers

6: Mass Text & Email

Phase 3: Campaign Setup

1: New Lead Campaign

2: Old Lead Campaign

3: Tyler Glennon How to Sell

4: Call Back Campaign

5: Answering Call Backs

Phase 4: Replies from Text

1: STOP

2: Already Have Insurance

Extras

1: 50 State Workflow

2: How to Use Calendar

3: Running Facebook Ads

4: Call Reporting

LIVE ZOOM CALL RECORDINGS

First Zoom Meeting

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