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Course Content
Module 3: ENGAGE CRM PLATFORM
The Engage CRM Platform module aims to provide comprehensive training on using the Engage CRM system effectively. This module is essential for agents to manage their client relationships, organize activities, and streamline their workflow. It consists of four lessons, each focusing on different aspects of the Engage CRM platform.
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ADVANCED AGENT TRAINING
About Lesson

This lesson covers how to effectively use the activities and calendar features to manage tasks and schedule appointments. Topics include:

  • Creating Activities: How to create and assign tasks, set due dates, and track progress within the platform.
  • Scheduling Appointments: Using the calendar feature to schedule meetings, calls, and events, with synchronization to external calendars.
  • Reminders and Notifications: Setting up reminders and notifications to ensure important activities and appointments are not missed.
  • Activity Tracking: Monitoring the status and completion of tasks, and how to generate activity reports.
  • Time Management Tips: Best practices for managing time and prioritizing activities to increase productivity.