Course curriculum

    1. Our Belief

    2. TWFG Exclusive Training

    3. Basic Navigation

    4. Get Started

    1. Contacts and Accounts

    2. Policy Syncing

    3. Activities (Emails, Task, Notes, Files)

    4. How to Sync Information

    1. Agent vs Admin Settings/Controls

    2. Sales Pipeline Manager

    3. Pipeline Settings

    4. Add Pipeline Automations

    5. Working Deals

    6. Intake Forms to Deal Cards

    1. Navigating Marketing Engagement

    2. Engagement Automations

    3. True or False:

    4. Email Campaigns and Templates

    5. Text/ SMS Campaigns

    1. Dashboard

    2. Creating and Tracking Goals

    3. Sales Deal Charts

    4. Reports

    5. Engagement Analytics

    6. Finding Help

About this course

  • Free
  • 25 lessons
  • 0.5 hours of video content