FREE Training Video: ‘How to Master Activities’

Top Echelon Customer Success Manager J.D. Fye recently conducted a special Training Tuesday webinar titled, “How to Master Activities (and the All-NEW Mentions System!”

J.D. Fye

You may have attended this free webinar on Tuesday, March 7. On the other hand, you may not have been in attendance.

Regardless, we have the recorded version of the webinar, which I am presenting to you now. (The recording is also located in the Top Echelon Help Center.)

If you are not a user of our recruiting software, then check out the video, anyway, to see how the software could benefit your recruiting desk and agency.

We at Top Echelon are continually working to make the resources that we provide to our customers better, and this is yet more proof!

Below is the official description of this training video:

— — —

Any good recruiting agency knows the value of recording its day-to-day activities with a candidate or client’s file. It helps to provide a history of the relationship and can also help avoid a problematic hire or find the perfect fit.

You can use this information to monitor your team and keep them on the right track or help collaborate between departments for a smoother handoff from sales to research to recruiting and beyond! (Infinity may be in there somewhere.)

Watch (and listen to) Customer Success Manager J.D. Fye during this Training Tuesday webinar video for an overview of Top Echelon’s Activities system to learn:

  • How to record Activities and Quick Notes in the software
  • Reviewing this information in the Timeline feature
  • Seeing your team’s progress with Activity Reports
  • How to collaborate with each other with the brand-new Mentions system
  • And much more!

With the spring season nearly upon us, this is the perfect time to watch the next FREE Training Tuesday webinar video and learn “How to Master Activities (and the All-NEW Mentions Systems)!”

Watch this Help Center training video!

Remember to check The Pinnacle Newsletter Blog every week for more updates regarding Top Echelon software improvements and upgrades.

If you have any questions about how you can maximize your Top Echelon split network membership, please contact Director of Network Operations Drea Codispoti, CPC/CERS.

You can do so by calling 330.595.1742 or by sending an email to

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