Premier Preneed Training

Training Videos

Mr. Roland

Instructor, Premier 360 Platform

35 Training Videos

BASICS

How to Log in To Your Premier 360 Account

How to Download Premier 360 App & Add CRM link to your Bookmarks

SET UP USER PROFILE

How To Set Up User Profile

How to Integrate Gmail and Connecting Google Calendar

How To Set Up Your Notifications

SET UP BUSINESS PROFILE & A2P REGISTRATION

How To Set Up Business Profile & Importance of A2P Registration

CONTACTS

How to Create a Contact in 3 Ways

The 3 Parts Of Contact Tab

How To Send SMS, Emails & Calls

How to Customize Contact View and Search Leads

How To Update Contact Information

How To Create & Edit a Smartlist

How To Do Bulk Actions

How to Send Bulk Google Review Request

How To Add Tags

How to Send in Upload Contacts Request

TASK & NOTES

How To Add Notes & Create Tasks

How To Manage Task List, See, Close and Edit Task

APPOINTMENTS / CALENDAR

How To Create and Update Appointment

Calendar View Basics

How to Update Status and Edit Appointments in Calendar

CONVERSATIONS

How To Create Message Template (SMS, EMAIL)

OPPORTUNITIES

Dashboard (Overview)

How To Create an Opportunity

Update Status and Stage For Opportunities

FAQ

How To Update FAQ For Chat Widget

ASTY

A simple Thank You: Registration & Log-in.

A simple Thank You: How to Create a New Service

A simple Thank You: Download A Simple Thank You App

A simple Thank You: Close a Service and Generate the PDF

REPUTATION MANAGEMENT

Reputation Dashboard (Overview)

INTEGRATIONS

How To Integrate Facebook Into The Premier 360

How To Integrate Google My Business Into Premier 360

POWER DIALER

How To Use Power Dialer in Premier 360

Premier 360 Community

Premier 360 Community

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