Module 0
Dennis
Last Update 3 years ago
Welcome back to Trakti's Academy!
During the Intermediate's course, we will go over the configuration and usage of business accounts and other concepts that will allow you to manage and run Trakti at its best.
Here is an overview of the topics you will learn to master.
Details
Modules: 5
Module 1: Business profile setup and management
Module 2: Authorization
Module 3: Contacts
Module 4: Archiving
Module 5: Workgroups
In every module you will find a list of the topics that will be covered. Each topic when clicked opens a link to the guide to follow.
| Business profile setup and management | Setting up your business profile |
| How to set up header and footer for your contracts | |
| Adding a new company (Business profile) | |
| Switching profile | |
| Upgrading your profile | |
| Notifications settings | |
| Authorization | Offer authorization |
| Contact model authorization | |
| Contacts | Create a new contact |
| How to import LinkedIn contacts in Trakti | |
| Archiving | Archiving and restoring a contract |
| Archiving and restoring a contract model | |
| Archiving and restoring a deal | |
| Workgroups | How to create and manage a new workgroup |
So let's get started! Go to Module 1 >