Training Tuesday: ‘Tracking Your Day-to-Day Activities’
Top Echelon Training Specialist J.D. Fye recently conducted a special Training Tuesday webinar titled, “Tracking Your Day-to-Day Activities in Big Biller“.
You may have attended this free webinar on Tuesday, November 2. 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 the Big Biller 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 more proof!
Below is the official description of this training video:
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Big Biller offers plenty of features for storing and searching through your database, but what do you do with the data once you’ve found it?
Join Top Echelon Customer Success Manager J.D. Fye for this video from our Training Tuesday webinar series, during which he addresses perfecting your “paper trail” by properly managing and recording your day with Activities.
Among the topics J.D. will cover include the following:
- Properly utilizing both Open and Completed Activities
- Using the Planner and Daily Agenda to organize your day
- Adjusting your Notifications to full effect
- The new Recurring Activity option
- And much more!
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 330.455.1433, x156 or by sending an email to drea@topechelon.com.