Prospect Management 10 Bulk Email & SMS Emails – Outbound/Inbound What is digital Speed-to-Dial? Send an email Text – Outbound/Inbound Adding prospects to your Build-up Closing Appointments Schedule calls and set appointments Contacting prospects using Call, SMS and Email options Using predefined lead buckets
Working Detail 10 Change Lead Location Detail View Search for Duplicates Resolve your Rejected leads Exporting lists of leads Back Dating Lead Statuses Create a new lead in Ynot Invalid Leads and lead dispositions Activities Section How to use Filters
Lead Management 3 About Marketing Channels (Lead Types) Lead Upload Sources & generating your prospects (Semi)
Administration 7 Sync Ynot Calendar How to set automated triggers Add Enrollment & Start Goals Reassigning leads Assigning Leads to Admissions Start Dates What are Admissions turning points?
Set-up 4 What is a Lead Type Adding a backdated lead permission User roles & permissions Add a lead source
Technology 4 Install Ynot shortcut on your desktop Integrate Third Party Postings Client Structure and Setup Checklist for New Users
