Training Courses

We have AE training every Monday and Friday at 2:00 pm EST, and a self paced module to be done between the two.

The training is designed to be taken in order, however it does not have to be in the same week. There is homework and the sessions build on each other, we recommend the new Seller having some accounts before taking the training. Click on the meeting link you need below to join the training.

Phase 1

An overview of the system and the basics of logging in, system navigation and maintenance, requesting accounts, add/edit contacts, Strategic Account Management.

Mondays AE 1 - Overview of Home Page, Navigation tabs and account List page: Phase 1 Meeting Link.
Please create your own calendar appointments for 2 pm ET Monday and Friday and paste these links into that.

Phase 2 

Brief review of Phase I, including Q&A. Concentrate on reports including monthly billing, Y-Y comparisons, non-returning reports.

Reminder - the middle training is self-paced and you will receive a link for that! If you only need the link for the financials sessions covered via the self paced training module, please send us a message through CHAT and we will send you that link.

Phase 3 

Concentration on entering and managing pending business and sales activity for the seller. Will also cover the calendar and activity management as well as the reports which impact these systems. 

Fridays AE 3 - Pending, Activity Sync and Activities:  Phase 3 Meeting Link

Please create your own calendar appointments for 2 pm ET Monday and Friday and paste these links into that.