Premier Preneed Training Guides
BASICS
This guide provides step-by-step instructions on how to access the Premier Preneed 30 Platform. It explains how to sign in, receive a verification code, and navigate to the desired account.
This guide provides step-by-step instructions on how to download the Premier Preneed 360 Platform App, and add the CRM link to your bookmarks making it easy for users to access the system and its features.
USER PROFILE
This guide provides step-by-step instructions on how to update your profile signature. It includes clear and concise directions with screenshots, making it easy to follow along. By following these steps, you can ensure that your profile signature is
up-to-date and professional.
This guide provides step-by-step instructions on how to change your password for your user profile. It emphasizes the importance of creating a strong password and provides tips on what it should include. Following these steps will ensure that your account remains secure.
This guide provides step-by-step instructions on how to update your availability in your user profile. By following these steps, you can easily indicate the days and times you will be available, making it easier for others to schedule meetings or appointments with you.
This guide provides step-by-step instructions on how to integrate your Zoom account with the Premier Preneed 360 platform. By following these simple steps, you can easily connect your Zoom account to enhance your user profile and take advantage of
the platform's Zoom integration features.
This guide provides step-by-step instructions on how to integrate your Microsoft or iCloud Calendar. By following these simple steps, users can easily integrate their Outlook and iCloud calendars, ensuring a seamless experience.
This guide provides step-by-step instructions on how to integrate your Google Account with Premier Preneed 360 Platform, allowing you to seamlessly manage your emails and other Google services within the platform. By following these simple
steps, you can enhance your productivity and streamline your workflow.
This guide provides step-by-step instructions on how to adjust notification settings on the dashboard. By following these steps, users can customize the notifications they receive for conversations, tasks, Facebook, and Google. This guide is helpful for
individuals who want to control the type and method of notifications they receive from Premier Preneed 360.
BUSINESS PROFILE & A2P REGISTRATION
This guide provides step-by-step instructions on how to update your business profile information. It includes tips on what information to fill out based on the IRS CP 575 form. By following these steps, you can ensure that your business profile is accurate and up to date, which is essential to comply with message deliveries.
NOTES & TASKS
This guide provides step-by-step instructions on how to add notes and create tasks. It covers everything from creating and editing notes to assigning tasks, setting due dates, and marking tasks as completed. If you want to effectively manage your leads and stay organized, this guide will help you navigate the process.
This guide provides a step-by-step process on how to manage task lists, including searching, filtering, closing, and editing tasks. It also includes instructions on marking tasks as complete and opening tasks for further actions. If you want to effectively manage your tasks and stay organized, this guide is a must-read.
CONTACTS
This guide provides three different ways to create a contact. It includes step-by-step instructions for each method, ensuring that users can easily add contacts to their account. Whether someone prefers to manually enter contact details, use a quick action feature, or upload contacts in bulk, this guide has them covered. Following these steps will help users efficiently manage their contacts in the system.
This guide provides step-by-step instructions on how to send text messages, emails, and make calls in the system. It covers attaching files, adding emojis and templates to messages, customizing email formatting, and using CC and BBC options. It also explains how to make calls, select phone numbers, and access call recordings. This guide is helpful for anyone who wants to efficiently communicate with their contacts.
This guide provides step-by-step instructions on how to navigate and use the contact tab. It covers accessing lead information, searching for specific leads, sorting columns, and opening leads for further details. It is a useful resource for individuals who want to efficiently manage and track leads in their account.
This guide explains how to update contact information in the system. It provides tep-by-step instructions for editing contact details, verifying email accounts, adding or editing phone numbers, updating the date of birth, and adding tags. Following this guide will help users keep their contact information up to date and organized.
This guide provides step-by-step instructions on how to filter contacts using the More Filters and Quick Search options. It explains how to create filters, apply them to the contact list, and create a smart list. It also covers how to edit the filters and save the changes. Following this guide will help users efficiently organize and manage their contacts.
This guide provides step-by-step instructions on how to efficiently create and schedule bulk SMS and EMAIL campaigns. It includes tips on applying filters and creating smart lists, selecting leads, sending SMS and email messages, using templates, scheduling actions, and checking the details and statistics of the bulk actions.
This guide provides step-by-step instructions on how to add and remove tags. It covers both individual and bulk actions, making it a useful resource for managing tags efficiently. Whether you need to add tags to specific contacts or remove tags
from multiple contacts, this guide will help you navigate the process effectively.
This guide provides step-by-step instructions on how to submit and upload a request for a large list of contacts. It includes details on entering your personal information, such as full name, phone number, email, and account or funeral home name. It also explains how to assign leads to a specific user and add tags to the leads. This guide is useful for anyone looking to efficiently submit and upload contact requests.
This guide provides step-by-step instructions on how to send bulk Google review. It includes tips on creating filters or smart lists, selecting the leads, choosing the type of review request (SMS or email), and checking the action details and statistics. Following this guide will help individuals efficiently send mass review requests to their contacts.
APPOINTMENTS
This guide provides step-by-step instructions on how to create and update appointments. It is useful for anyone who needs to schedule and manage appointments efficiently.
This guide provides step-by-step instructions on how to update and edit appointments in Calendar. It covers different scenarios such as updating from the calendar view, appointment lists view, and contact view. It also includes tips on how to update the status and delete appointments. If you want to effectively manage your appointments and keep your calendar up to date, this guide is a must-read.
CALENDAR
This guide provides basic instructions for navigating and using the calendar view feature. It covers how to change the view, search for specific calendars, schedule appointments, and block off time for vacations or personal time. By following the
steps in this guide, users can effectively use the calendar feature to manage their schedules and appointments.
OPPORTUNITIES
This guide provides step-by-step instructions on how to navigate the Dashboard. It also covers other useful features such as filtering by date range, analyzing opportunity status, value, and conversion rates, viewing the sales funnel and stage distribution, and accessing task lists and lead source reports. This guide allows users to effectively manage and analyze your data and make informed decisions.
This guide provides step-by-step instructions on how to create opportunities in a system. It covers different methods, such as creating from quick actions, from contacts, and from the opportunities tab. By following this guide, users can easily create opportunities and track important details like stage, status, and value.
This guide provides step-by-step instructions on how to update the status and stage of opportunities in the system. It explains how to update opportunities from the contact view and from the opportunity tab. By following these instructions, users can easily keep track of the progress and details of their opportunities, ensuring accurate and up- to-date information.
CONVERSATIONS
This guide provides step-by-step instructions on how to create SMS and email templates. It explains how to add text or email templates, personalize messages using custom values, attach files, and send test messages. It is a useful resource for anyone
who wants to streamline their communication process and save time by using predefined templates.
FAQ