Onboarding: Lesson 2

In this lesson, we focus on monitoring your existing clients and the accounts you most want to win so that you can have the best intel to score RFPs, grow repeat business, and make the best sales strategy for each account.

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Lesson 226 min

  • Weekly Comp Set Calendar 2 min
  • Intro to Comp Set Calendar Notifications 2 min
  • How to Set Up Comp Set Calendar Notifications 1 min
  • How to Manage Comp Set Calendar Notifications 1 min
  • Assigning Owners to Accounts 2 min
  • Understanding your Dashboard
  • Customizing your Dashboard 1 min
  • Account Loyalty Widget 4 min
  • New to Market Widget 3 min
  • My Searches Widget 1 min
  • Viewed Accounts Tracker Widget 2 min
  • Top Opportunities Widget 2 min
  • Top Usage Widget 1 min
  • Recent Accounts Widget 1 min
  • Benchmarking Usage Widget 1 min
  • Property Status Changes Widget 2 min
  • Knowland Knowledge Check
  • Quiz

Lesson 226 min

  • Weekly Comp Set Calendar 2 min
  • Intro to Comp Set Calendar Notifications 2 min
  • How to Set Up Comp Set Calendar Notifications 1 min
  • How to Manage Comp Set Calendar Notifications 1 min
  • Assigning Owners to Accounts 2 min
  • Understanding your Dashboard
  • Customizing your Dashboard 1 min
  • Account Loyalty Widget 4 min
  • New to Market Widget 3 min
  • My Searches Widget 1 min
  • Viewed Accounts Tracker Widget 2 min
  • Top Opportunities Widget 2 min
  • Top Usage Widget 1 min
  • Recent Accounts Widget 1 min
  • Benchmarking Usage Widget 1 min
  • Property Status Changes Widget 2 min
  • Knowland Knowledge Check
  • Quiz