Page 4 - TE training manual
P. 4

Total Expert Training Manual                                                If you need immediate assistance,
            4                                                                               please use the chat button
                CONTENTS





                 LOGGING IN                                                                  5




                 YOUR DASHBOARD                                                              7



                 INTEGRATION SETTINGS                                                        8




                 INVITING CO-MARKETING PARTNERS                                              11



                 AUTO CAMPAIGNS                                                              16



                 DRIP CAMPAIGNS                                                              19




                 PRINT MARKETING                                                             21



                 SOCIAL MEDIA POSTS                                                          25




                 SINGLE PROPERTY SITES                                                       27



                 LEAD CAPTURE APPS                                                           32




                 GROUPS AND SMART GROUPS                                                     34



                 MANAGING CONTACTS                                                           36



                 IMPORTS AND FORWARDING LEADS                                                38




                 MOBILE TRAINING                                                             40




                 TRAINING RESOURCES                                                          48




                            A Division of Finance of America
   1   2   3   4   5   6   7   8   9