TABLE OF CONTENTS
All available video tutorials are listed below. They are also linked in their respective help articles.
Video Tutorials
General
- Downloading, installing, and registering Salesforce Authenticator --> see here (3 min)
- Syncing your email to Salesforce (if using Einstein Activity Capture):
Sales
- Creating renewal opportunities --> see here (2 Min)
- Mass converting prospects into new jobs --> see here (6 min)
- Creating and updating opportunities --> see here (19 min)
- Cross-Sell Database:
- Sending contracts using DropBox Sign templates:
- Navigating and customizing sales reports & dashboards --> see here for Pt I and here for Pt II (24 min total)
- Cross-Sell Database --> see here for a video walkthrough
- This database includes information for all partners Cristo Rey schools have partnered with
- This database includes information for all partners Cristo Rey schools have partnered with
Operations
- Taking attendance and sending time cards --> see here (12 min)
- Managing missed days and scheduling make-up days --> see here (13 min)
- Ending and creating employments --> see here (6 min)
- Logging site visits:
- Work-for-pay:
Beginning-of-Year Processes
- Student Placement Assessment --> see hereSend Student Placement Assessments in the Job Placement Tool ---> see here (4 min)
- Job Placement Tool --> see here
- Placing students prior to the beginning of the year --> see here (13 min)
- Managing student requirements --> see here (8 min)
Recorded Trainings
Sales
- Intro to opportunities --> see here (25 min)
- Integrating email, sending contracts, reporting --> see here (60 min)
- New User Sales Training - Recorded Summer 2024
Operations
- Attendance and Timecards - Recorded Summer 2023
- Managing Missed Days - Recorded Summer 2023
- Reporting for Operations - Recorded Summer 2023
- Retraining and Student Support - New Feature - Recorded Summer 2023
- School Custom Settings - New Feature - Recorded Summer 2023
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