MAY 2023

Tuesday and Thursday

Upcoming Meetings' Schedules

PST ----- 12:00 PM

MST ----- 1:00 PM

CST ----- 2:00 PM

EST ----- 3:00 PM

Tuesday 7th

REVIEW CONTACT I

Create a contact

Send MSM, EMAIL, CALLS

Add notes, Task, Create Appointment

How to see Task List

Thursday 9th

REVIEW CONTACT II

Contacts Smart list

Conversations Tab

Bulk Actions (SMS, EMAIL)

Tags: Add/Remove

Tuesday 14th

GUEST SPEAKER - Craig Stewart

What it takes to be an effective pre-need agent Goal Setting.

Thursday 16th

GUEST SPEAKER - Justin Nalls

Mass Text & Email

Using manual actions to build a Power Dialer to make 30 calls in an hour