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LESSON 1: Creating Lead & Client Call Scripts

Quick Summary: Settings > Coverage Types & Custom Data Fields > Add Custom Tab

Extra Credit:
Review Linked Records

Review Client Access Portal

LESSON 2: Field Customization Options

Quick Summary:
Settings > Email, Columns, Calendar & Other > Custom Dates & Agent Fields

Settings > Coverage Types & Custom Data Fields

Extra Credit:
Custom Dates Instructional
Coverage Types & Data Fields Instructional

LESSON 3: Customize Email Templates

Quick Summary:
Drips > Add Email Template

Extra Credit:
Review Email Template Creation In More Depth
Review the Boot Camp Day 2 video on email marketing

LESSON 4: Automated Workflows

Quick Summary:
Settings> Account Tags> Add Tag of "AEP-Not Yet Selected"
Settings> Phone Dialer> Call Queues> Add queue of "AEP Clients Check In"
Settings> Automated Workflows. Create!

Extra Credit:
Deep Dive into the Phone Dialer & How to get the most out of it
Even Deeper Dive into Automated Workflows

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