Each day, eSalesTrack offers online training in a webinar format. These sessions are very popular because they're fun, fast paced and interactive. Best of all, they're free to anyone with an eSalesTrack membership. You can study as many subjects as you want, as many times as you want. Just review the weekly schedule and register to attend.
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eSalesTrack Weekly Training Schedule
Monday: Getting You Familiar
- System Overview
- Modules
- Leads
- Accounts
- Opportunities
- Cases
- Calendar
- Contacts
- Teasers
- Libraries
- Left Menu
- Search / Advanced
- Help Menu
- Admin Intro
- Personal Preferences
- Logout
- Views
Tuesday: Your Sales Workflow
- Display/Themes Basic Workflow Intro
- Leads
- Accounts
- Opportunities
- Locations
- Contacts
- Sales Process Review
- Funnel Review
- Form Planning
Wednesday: Customize Your Forms
- Forms Overview
- Customized Fields
- Overview
- Contacts
- Accounts
- Leads
- Opps
- Customized Forms
- Contacts
- Accounts
- Relating to
- Locations
- Contacts
- Web Forms
Thursday: Your Team and Your Data
- Users
- Manage
- Add/Delete
- Subscriptions
- Roles
- Sharing Permissions
- Manage Data
- Importing
- Exporting
- Deleting
- Mass Update
- Transfer
- API
Friday: Your Email Campaigns
- Email
- Setup
- Settings
- Accounts
- Templates (WYSIWYG)
- Examples
- Plug-in
- Campaigns
- Mass Email
- Reports
- Frameworks
- Report Manager
- Report Overview