IF3 Quick Start Guide

Configure the Basics

 This video will walk you through what to configure when you get your account/team set up and how to do them which are mainly Notifications and Assignments. This will ensure that you are getting the alerts that you need for your day-to-day and to have an efficient distribution of your new Opportunities. After you go through this video, you can then register for our Lead Manager training course for a walkthrough of the system.