Helpdesk

Setup 2

• On-boarding in OnCourse
• Getting Started - First Sign In

Tasks 1

• Create A New Task

Admin Priveleges 1

• Admin Privileges

Variables 1

• How To Apply Variables

Accounts 6

• Adding contacts to a new account
• Adding Address information to an Account
• Adding multiple addresses to one account
• Understanding the Account Details Screen
• Email, Calls, SMS, Notes and Attachments

View all 6

Sequences 2

• Sequences Overview
• How To Create a Sequence

Opportunities 2

• Opportunities Pipeline - Card View
• Adding A New Opportunity

Phone Calling Setup 1

• Making Calls

SMS Setup 1

• Bulk SMS

FAQs 0

Creating & Managing Templates 5

• Overview of Templates
• Create A New Template
• Sharing A Template
• Export Template
• Duplicate Template

Reports 0

Email Setup & Management 1

• Email Setup for Microsoft 365 Users