video1.0<iframe src="https://www.loom.com/embed/73a1f2d2ce0a42c0a24f0a1e2a7816d2" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/73a1f2d2ce0a42c0a24f0a1e2a7816d2-1663081921486.gif1561Convertifi Appointment Management System Overview00:00 Introduction
00:38 Customers Overview
01:36 Meaning of the Health Field in the Customers by Health View
01:54 Why You Should Always Hover Over the Info Icon
02:30 Importance of Filling in the Internal and External Channel Name Field
02:49 Importance of Including the Pound (#) Sign When Filling in the Internal and External Channel Name
04:04 Customers Reporting Views
05:27 Appointment Management Overview
05:58 Importance of Marking the Checkbox Once a Call is Attended
06:42 Importance of Filling in Attended, Outcome, and Went into Negotiation Fields
07:31 Appointment Management Views
08:49 Calendar View
09:30 Team Member Views
09:47 Adding a New ISA in Team Member Views
10:20 Importance of the New Appointment Form
10:43 Purpose of the Appointment End Date and Time
11:30 Contacts/Agents Overview
12:09 Importance of Filling in the Email Address
12:48 Team Overview
14:07 Statistics Views
14:35 Call Logs Overview
15:27 Lead Total Monthly Logs Overview
16:00 Marking the Charged? Field to Keep Track of Billing
16:09 Purpose of the Cost Per Lead Lookup Field
16:32 Importance of the Lead Total Monthly Log Form
16:44 Reporting Automation
17:11 Monthly Lead Report Slack Message
17:58 How the Lead Total Monthly Log Form and Customers External Channel are Connected
18:23 Demonstration of Filling in the Lead Total Monthly Log Form
19:15 Lead Total Monthly Logs Views
20:04 Lead Total Weekly Logs Overview
20:38 Weekly Lead Report Slack Message
21:28 Lead Total Weekly Logs Views
21:56 Purpose of the Lead Total Weekly Logs Table
22:26 Onboarding Form Overview
22:43 Testimonials Form Overview
22:58 Offboarding Form
23:05 Autopsy Entries Overview
23:40 Templated Project Plan
24:12 Task Master
24:20 Trainings and SOP