Staff Knowledge Base

• Overview Videos 5 Articles
  • General Overview
  • Managing Contacts
  • Saved (Quick) Email Responses
  • Managing Deals
  • Quotes, Invoices & Online Payments
• Automations 8 Articles
  • Automations Intro + 1 Year Follow-up
  • In House Follow Up Automation
  • Homepage Follow-up Automation
  • Online Consultation Automations
  • Agent Specific Automations
  • Surgery Booked Automation
  • Action Automations
  • 12-Month & 9-Month Follow-ups
• Invoicing 1 Article
  • Quotes, Invoices & Online Payments

• Overview Videos 13 Articles
  • SalesForce Interface Overview
  • How to Search in Salesforce
  • Managing Patient Profiles | Sending Emails, Logging Calls, Adding Notes etc..
  • Managing Sales Leads and Converting them to a Patient Account
  • Customizing your Salesforce Interface
  • Finding and Editing Existing Invoices
  • How to Create a Consultation Invoice
  • How to Create a Surgery Invoice
  • Appointments Calendar Interface Overview
  • Adding a New Appointment
• General 6 Articles
  • How do I login or reset my password?
  • SalesForce Interface Overview
  • What is the difference between a lead, an account and an opportunity?
  • Customizing your Salesforce Interface
  • Tasks and Events Overview
  • Surgery Opportunity Overview
• Appointment Scheduling 3 Articles
  • Appointments Calendar Interface Overview
  • Adding a New Appointment
  • Editing an Existing Appointment
• Patient & Lead Management 2 Articles
  • Managing Patient Profiles | Sending Emails, Logging Calls, Adding Notes etc..
  • Managing Sales Leads and Converting them to a Patient Account
• Invoicing 3 Articles
  • Finding and Editing Existing Invoices
  • How to Create a Consultation Invoice
  • How to Create a Surgery Invoice