Course Description

Lance Murdoch

Course curriculum

  • 1

    Introduction: Understanding Brio's systems

    • Introduction: Understanding our systems
  • 2

    Indeed (RECRUITING FOR BRIO ONLY)

    • Indeed Login URL, Username, & Password

    • Indeed: Duplicating an ad

    • Area Emails, Phone numbers and templates to use

    • Indeed: Sending out an invitation

    • Indeed: Editing a template
  • 3

    Indeed (RECRUITING FOR TSS ONLY)

    • Zip Recruiter URL, Username, & Password (TSS ONLY)

    • Area Emails, Phone numbers and templates to use
  • 4

    Recruiting Email

    • Recruiting Email: Listening to VM's
  • 5

    Calendly

    • Calendly: Creating a calendly account

    • Calendly: Syncing your email account
  • 6

    Offer Letter email with new hire paperwork link / Briology Courses

    • Welcome / New Hire Paperwork (BRIO TEMPLATE ONLY)

    • Briology Sign In URL

    • Briology: Adding an account for new hires

    • Briology: Adding courses for existing employees
  • 7

    Shirts & badges

    • Ordering a shirt

  • 8

    Voxer - (FUN)

    • Voxer: Creating an account / Editing your profile

    • Voxer: Creating/managing your team chat

    • Voxer: Recalling a message in your group chat
  • 9

    Sales Rabbit - (FOCUS)

    • Sales Rabbit: Creating an "Office"

    • Sales Rabbit: Adding & archiving users

    • Sales Rabbit: Assigning area to reps

    • Sales Rabbit: Checking pins daily
  • 10

    T-sheets (FOLLOW THE SCHEDULE)

    • T-Sheets : Creating a group

    • T-Sheets: Adding/Archiving reps

    • T-Sheets: Adding reps schedules

    • T-Sheets: Checking time sheets daily

    • T-Sheets: Adding/Editing time sheets
  • 11

    Sales Force

    • Sales Force: Creating a sales force account (Sp2's & SP3's)
  • 12

    Mosaic

    • Moseic URL for sign in

    • Moseic: Creating an account (SP2's & SP3's)
  • 13

    Brio Solar App

    • BSA URL

    • BSA: Adding an area

    • BSA: Setting up a managers profile correctly

    • BSA: Adding a user / editing users

    • BSA: Understanding the metrics (SP1 & SP3)