Tools Of The Job

Below are a handful of tools you will need for each time you are at work. Each plays their own key part to making sure you do your job well and effectively.

Video Logging Into Work Everyday

Computer Tabs:

When you sign on to work everyday you need these tabs open on your computer and access to them from your manager.

1) Active Campaign — How to customize your view on AC. HIGHLY RECOMMEND WATCHING!

2) Calendar

3) Spreadsheet - Learn how to work the spreadsheet here.

4) Fat Merchant

5) Separate browser tab with the Systems For Calls up

6) Locational Maps for cities you will be scheduling for. Found in Intranet.

Phone Apps You Need Open:

1) Grasshopper - ***** If you are making a Nashville call, use the Nashville Number. If you are making a Memphis call, use the Memphis number. Always line up the serivce area and the the phone number!!!!!!!***** People get so many spam calls nowadays they don’t answer numbers with funny area codes. Get this right or people WILL NOT answer the phone.

2) Phone Notes App with Texts Pre-Loaded. Copy and paste these texts into your notes app. Video Here pasting notes into the phone.

Other:

1) Notebook to take notes with pen and paper - It may seem redundant, but having details written down on paper has saved us more than I can count.

Tips to Make Work Easier:

1) Get a pair of wireless headphones so you can take calls hands free and take notes.

How To Understand the Database

Go here to learn the tagging system overview.