Course Curriculum
The course will go through every aspect Agentcis system that is needed in the Admin role.
Introduction to Agentcis Admin Certification
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after you enroll
Preferences Settings
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after you enroll
Setting up Workflows
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after you enroll
Managing Partner and Products
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after you enroll
- What are Partner & Products and Revenue Type? (0:56)
- What is Revenue Type in Partners & Products? (1:14)
- Importing Partner and Products from Agentcis Database (1:34)
- Bulk Importing Partner and Products through Excel file (1:42)
- Adding a single Partner (1:27)
- Adding a single Product (0:52)
- Partner Agreement Setup (1:37)
- Match & Sync Partners and Products (2:03)
Classroom Management
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days
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after you enroll
Team & Office Management
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after you enroll
General Settings
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after you enroll
Company or Shared Email Setup
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after you enroll
Phone Settings
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after you enroll
Templates in the System
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after you enroll
Managing Agents
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after you enroll
Data Import
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after you enroll
Custom Field Settings
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after you enroll
Lead Forms
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after you enroll
Automation Settings
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after you enroll
Office Check-In Settings
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after you enroll
Reports
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after you enroll
Accounts Settings
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after you enroll
Integration
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after you enroll
Getting Involved with the Agentcis Process
Available in
days
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after you enroll
Subscription & Billing Settings
Available in
days
days
after you enroll