FIRST SUCCESS ORIENTATION

ABOUT THIS LESSON
This QUICK START overview is to help you to get dialing as soon as possible.

Overview of the Quick Launch Menu to launch the dialer, request leads, check rates, and find answers.

Get you started in the CRM Dialer and activity goals.

ONLY after you have completed the Orientation Overview Video above, schedule your One-on-One Zoom Meeting to review the next steps and get answers to any questions you may have.

CLICK HERE TO BOOK YOUR MEETING

When scheduling, please enter "Second Orientation" in the Reason field.

Important: This meeting will be conducted via Zoom.
Please join from a computer or laptop (rather than a mobile device) so we can properly review the materials together and ensure you have the best experience.

The primary goal is to help you get started generating customers and revenue-generating activities.

Downloadable Resources:
TIC-SHEET.pdf
QUICK START INFORMATION.pdf