Solar initial call tutorial
Aaron
Solar initial call tutorial
13:11
Report CIF OUT/CIF IN
Aaron
Report CIF OUT/CIF IN
8:07
Post Call Recording
Aaron
Post Call Recording
1:23
Updating Linkedin Leads
Aaron
Updating Linkedin Leads
10:35
Retrieve Calls for Training
Aaron
Retrieve Calls for Training
4:11
Find Linkedin Number
Aaron
Find Linkedin Number
6:06
Zoom Invite
Aaron
Zoom Invite
2:25
OPening Run
Aaron
OPening Run
4:35
Fighting Tuna 2
Aaron
Fighting Tuna 2
0:44
Tuna Breach
Aaron
Tuna Breach
0:44
Cancellation / Realised, Not Realised Report
Aaron
Cancellation / Realised, Not Realised Report
5:00
Cross reference new finance portal/power BI
Aaron
Cross reference new finance portal/power BI
7:48
Data Refresh / Power BI Gateway
Aaron
Data Refresh / Power BI Gateway
14:25
4) Booking an Appt/ Companies House / Calendars
Aaron
4) Booking an Appt/ Companies House / Calendars
8:30
3) Priority Call Backs and Telesales Action
Aaron
3) Priority Call Backs and Telesales Action
3:45
2) Views and Email Opens Process
Aaron
2) Views and Email Opens Process
4:08
1) Hubspot - Contacts Page & Views
Aaron
1) Hubspot - Contacts Page & Views
3:51
Priority Call Backs - Admin
Aaron
Priority Call Backs - Admin
4:43
Process Training
Aaron
Process Training
13:29
Zapier Error Reconciliation
Aaron
Zapier Error Reconciliation
6:53
2) Systems - Portal
Aaron
2) Systems - Portal
4:45
1) Systesm - Hubspot (2/2)
Aaron
1) Systesm - Hubspot (2/2)
9:14
1) Systems - Hubspot (1/2)
Aaron
1) Systems - Hubspot (1/2)
10:09
BDM Action Not sticking
Aaron
BDM Action Not sticking
2:23
Cross Check Company Number 2
Aaron
Cross Check Company Number 2
3:09
Cross Check Company Number
Aaron
Cross Check Company Number
4:35
Recording #21
Aaron
Recording #21
0:30
Recording #20
Aaron
Recording #20
0:20
Priority Call back
Aaron
Priority Call back
0:55
Appointment Booking Process
Aaron
Appointment Booking Process
3:12
Transferring Data to Our Template, ready to upload to hubspot
Aaron
Transferring Data to Our Template, ready to upload to hubspot
5:07
Installing Aircall software onto telesales
Aaron
Installing Aircall software onto telesales
10:46
Recording #5
Aaron
Recording #5
3:32
Booking Appointment
Aaron
Booking Appointment
4:25
Reconciling remaining Data
Aaron
Reconciling remaining Data
1:17
Updating properties on hubspot
Aaron
Updating properties on hubspot
7:09
Recording #8
Aaron
Recording #8
4:50
Recording #5
Aaron
Recording #5
3:50