Small Business (For Administrators)

• Part 1 - Small Business Admin Training Introduction— Logging in and getting started
• Part 2 - Client Settings — Finding your way around and adding your company information
• Part 3 - Managing Users — Add your users and assign roles
• Part 4 - Manage Campaigns/ Add Lead Sources — How to add campaigns to help you organize your leads
• Part 5 - Distribution — Learn how to quickly and strategically assign leads to your agents
• Part 6 - Best Practices — See how leads move through the sales cycle with statuses and actions
• Part 7 - Emails — Keep in touch with leads automatically
• Part 8 - Importing Leads — How to Import leads and work imported leads

Small Business (For Users) 

• Part 1 - Small Business User Training Introduction — Logging in and getting started
• Part 2 - My Settings — How to change your personal settings
• Part 3 - Adding and Working a Lead — How to add a lead and work it from the Add/Edit Lead page. Scheduled Dial is also covered
• Part 4 - View Leads page/Speed Dial — Learn how the lead pipeline page works in normal view
• Part 5 - Lead Prioritization/Intelli-Dial — Learn how Lead Prioritization helps you focus on your ripest opportunities
• Part 6 - Additional Dial-IQ Features — More about Dial-IQ
• Part 7 - Importing Leads — How to Import leads and work imported leads