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CINC CRM Training #4

Click on the link to watch number 4 of 4 CRM Trainings. This is an excellent way to get you familiar with the CRM and how to access your leads, manipulate them within the system and keep track of your day-to-day tasks. Staying on top of your leads means a more robust database for you which means more income to come. A healthy CRM habit is your way to success! *This video covers the drip campaigns and staying in touch via text, email and calls and logging them in the system.

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CINC CRM Training #3

Click on the link to watch number 1 of 4 CRM Trainings. This is an excellent way to get you familiar with the CRM and how to access your leads, manipulate them within the system and keep track of your day-to-day tasks. Staying on top of your leads means a more robust database for you which means more income to come. A healthy CRM habit is your way to success! *This video covers the phone app and how to use it to contact clients and maneuver the site.

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CINC CRM Training #2

Click on the link to watch number 2 of 4 CRM Trainings. This is an excellent way to get you familiar with the CRM and how to access your leads, manipulate them within the system and keep track of your day-to-day tasks. Staying on top of your leads means a more robust database for you which means more income to come. A healthy CRM habit is your way to success!

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CINC CRM Training #1

Click on the link to watch number 1 of 4 CRM Trainings. This is an excellent way to get you familiar with the CRM and how to access your leads, manipulate them within the system and keep track of your day-to-day tasks. Staying on top of your leads means a more robust database for you which means more income to come. A healthy CRM habit is your way to success! *You may need to skip ahead a little as this was the first training and there was some time getting everyone connected.*  

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Why so much SPAM? – Plus: Stop using bad passwords!

It seems that every day more and more garbage keeps showing up in my inbox!! Why? How did I get on this list? Why am I getting three copies of the same garbage email from three different addresses? Maybe you have received an email saying they are going to expose videos of your “bad” behavior to all of your contacts because they infected you with a virus and have been watching you! Maybe they even included a password that you once used!! That makes it seem scary!! Here is the hard truth, If you have ever signed up for a Read more

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Mitel Training Resources

Mitel 6920 Phone Guide – Basics of the physical phone http://learn.mitel.com/categories/6920-ip-phone Mitel Connect Client Operator Training – For Front Desk Staff and Office Managers Only (Regular users do not have Operator features) http://training.mitel.com/cw/WebSite/techTraining/OnlineTutorials/Connect/connect-client-operator/story_html5.html Mitel Connect Client Training Online Tutorial – For anyone interested in using the Connect Client software http://training.mitel.com/cw/WebSite/techTraining/OnlineTutorials/Connect/connect-client/story_html5.html Mitel Connect Client Quick Reference Card https://oneview.mitel.com/s/article/Mitel-Connect-Client-Quick-Reference-Guide Mitel Connect for Android – Mobile Client for Android https://oneview.mitel.com/s/article/Mitel-Connect-for-Android Mitel Connect for iPhone – Mobile Client for iOS (I have not fully tested this) https://oneview.mitel.com/s/article/Mitel-Connect-for-iOS Connect Portal – Advanced configuration settings – Please ask me before doing anything crazy in here! You Read more

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The mouse pointer is your friend – Avoiding email scams

Howdy Kids!! Today we have an overly long email about email link scams. Have you ever received an email from UPS about a package that could not be delivered? Have you received an invoice via Docusign? First things first, UNLESS YOU HAVE A UPS ACCOUNT AND ENTERED THE TRACKING NUMBERS IN MANUALLY, UPS WILL NOT EMAIL YOU ABOUT YOUR PACKAGES!! Second, IT IS HIGHLY UNLIKELY SOMEONE WILL INVOICE YOU THROUGH DOCUSIGN!! So, now that the yelling in all caps is out of the way, let’s see how we can avoid these scams. I’m sure everyone has seen one of these Read more

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Anti Virus and Anti Malware info

Anti Virus and Anti Malware Protection   As you know we are constantly bombarded everyday with emails and web pages containing bogus attachments that want to steal your login info, encrypt your hard drive and charge you a ransom, or turn your machine into a bot. Spend enough time on the internet and you will get infected or fall for something you shouldn’t. We all have, even me. Virus vs Malware?? What’s the difference? Do I need protection from both? The term is pretty much interchangeable now. A virus is malware, malware is a virus. We won’t dive any further Read more

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Stanberry Email Settings

Stanberry Email Settings Below you will find the server information you need for setting up Stanberry email in Outlook, Thunderbird, Mac Mail, Gmail, iPhone, iPad, or Android. If you want your phone, Outlook (Mac Mail), etc to all look the same and only have to delete emails in one location, YOU MUST USE IMAP! Incoming mail server (POP3): mail.prismnet.com Incoming mail server port number: 110 (AVOID!! Sends password in clear text) Incoming mail server port number w/SSL encryption: 995 (Only if you can’t use IMAP) Incoming mail server (IMAP): mail.prismnet.com Incoming mail server port number: 143 (Avoid!!) Incoming mail server Read more