TABLE OF CONTENTS

• Video Tutorials
  • General
  • Sales
  • Operations
  • Beginning-of-Year Processes
• Recorded Trainings
  • Sales
  • Operations

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):
  • Connecting and updating sharing settings --> see here (6 min)
  • Viewing emails in Salesforce --> see here (10 min)
    
    

Sales

• Creating renewal opportunities --> see here (2 Min)
• Mass converting prospects into 22-23 new jobs --> see here (6 min)
• Creating and updating opportunities --> see here (19 min)
• 2021-2022 Cross-Sell Database:
  • Cross-Sell Database walkthrough --> see here (32 min)
  • Cross-Sell reports --> see here (10 min)
  • Correcting student counts --> see here (4 min)
• Sending contracts using HelloSign templates:
  • Creating and preparing contract templates --> see here (26 min)
  • Addendum to Creating and preparing contract templates --> see here (2 min)
  • Sending and signing contracts--> see here (23 min)
• Navigating and customizing 22-23 sales reports & dashboards --> see here for Pt I and here for Pt II (24 min total)
• Cross-Sell Database 22-23 --> see here for a walkthrough
  • All partners that 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:
• Navigating, scheduling, and completing --> see here (18 min)
• Marking as not required, adding contacts, and reporting --> see here (16 min)
• Work-for-pay:
  • Work-for-pay employments --> see here (7 min)
  • Work-for-pay time cards --> see here (10 min)
    
    

Beginning-of-Year Processes

• 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 2023 
• 
  

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