Course curriculum

  • 1

    Intro to Get more insight into EASI'R Now

    • What is included in this academy
  • 2

    Setting up outbound calls functionality

    • Setting up the outbound calling functionality in EASI'R Now

    • Outbound calls from EASI'R Now
  • 3

    System configurations

    • Creating new users in EASI'R Now

    • Setting user roles

    • How to add an email signature with EASI'R Now

    • Creating new templates to EASI'R Now

    • Activating notifications for new lead types

    • System configuration
  • 4

    Reporting module

    • Intro to the reporting module

    • Lead insights

    • Case insights

    • Performance

    • Reports