PL - Command Center

Academics Style Guide

Centering a Chart/Table in the Question Stem

Creating Multiple-Choice Questions

Creating a New Product in ACE

GA Math - How to Find the new GA math standards

How to Create an Article in HelpDocs for Academics

Learnosity JSON Templates

Point Values and Scoring Logic for Item Types

Requirements for Activating Subjects

Uploading Videos to PL

Video Template Links

AE Opportunity Management

AE Quote Approval Process

Activating Prospect Trials - Account Executives

How Do I Clone a Quote?

How Do I Configure An Extra Free Months Promotion Quote?

How Do I Convert or Disqualify Leads?

How Do I Create Opportunity and Quote Records?

How Do I Create a District Quote?

How Do I Create a Lead Record?

How Do I Create a Multi-Year Proposal?

How Do I Edit an Existing Quote?

How Do I Prospect Using Quick Call? (Account Executives)

How Do I Work Inbound Leads?

How To Create Activity Records Associated With Opportunities

How to Schedule Demos and Events in Salesforce?

How to Work BDR Created Opportunities (Account Executives)

New Sales Quote Manager Approval Process

Pipeline Migration

Salesforce/Hubspot - AE Standard Operating Procedures

K-5 Demo Script

How Do I Create an Opportunity Record? (BDRS)

How to Prospect Using Quick Call (BDRs)

Installation Steps to Complete for Mockingbird

Mockingbird App Training Video (Quick Call)

How to impersonate a user in the CRM

Horizon Education - Support Introduction

How Do I Classify Bug Support Cases in Salesforce?

How Do I Complete a Clever/Classlink integration?

How Do I Create a Case in Salesforce (phone call)?

How Do I Work Integration Cases in Salesforce?

How do I create a Customer Support Command Article?

Learn about Horizon

How Do I Connect Calendly to Google Calendar?

How Do I Set Up Calendly?

How do I add the PTO Calendar to my Google Calendar?

Submitting/Removing PTO to the Google Calendar

How to Use Google Gemini in Google Docs to Boost Your Productivity

How to Add the Plano Office Printer to Your Progress Learning MacBook

Progress Learning Update Process Document (macOS)

Add VPP Purchases to MDM Provider (JumpCloud)

Getting Started With Objectives and Key Results (OKRs)

How Do I Complete Performance Reviews? (Employee)

How Do I Create Departmental/Individual Objectives in Paycor?

How Do I Submit Time Off?

How Do I Update My Photo in Paycor?

Paycor - 1:1s

Performance Insights - Objectives (DRAFT)

Performance Review (Managers)

How Do I Set-up My Voicemail in Vonage?

Setting up a Vonage Headset

Vonage Click-to-Dial

How Do I Connect my Calendar with Zoom?

How Do I Reserve a Room at the Plano Office?

How Do I Share My Screen to the Mothership TV?

Zoom Best Practices

Zoom Cloud Recording Policy

Booking Meeting & Phone Booth Space in Plano

DNS Adjustments (For Travel Use Only)

Everything You Need to Know about Slack

How Do I Submit Credit Card Expenses in Nexonia?

How Do I Submit a Salesforce IT Helpdesk Ticket?

How Do I Update My Photo in Google?

How do I use Bucketlist?

How to Create a New Article in Help Docs

How to Fix Wi-Fi Issues on Your MacBook While Traveling or Flying

Opensense Signatures for Progress Learning

Progress Learning Employee Group Management

Progress Learning Migration Steps

Setting up Salesforce Multi-Factor Authenticator

Using Ramp - Finance

Using Zywave

Enabling Notifications for Clever Status Updates

How to set up a Canvas Integration

How to set up a school with NWEA MAP

NWEA Mapping Page - Details & Troubleshooting Steps

AE Training Practice

BDR Training Practice - How to Create Opportunities

Contact Management

Onboarding Specialist Hands-on-Learning

Trial Procedures

2022 Sales Sequence

Account Executive Quick Start Guide

How Do I Manage Contacts within Salesforce?

How Do I Assign Onboarding Cases (Manager)?

How Do I Work Onboarding Cases?

How to Managing Event Settings in Google Calendar

Customer Invoice request (via Slack & Salesforce)

DPO- Delayed Payment Option Process

How Do I Take a Payment?

Order Processing Coordinator - Queueing Opportunities

Processing Orders - Getting Started

Tax Exemption Cases

What if I Receive a Task from Processing Regarding an Error?

How Do I Create an Employee Login for Progress Learning?

How Do I Input Data into Demo Accounts Quickly?

How Do I Use Our CRM?

Platform Training and Knowledge Check

Progress Learning - Platform Practice

Progress Learning Webinars

Student Experience Training - Internal

Jira Bug Ticket Creation

Product Feedback

Product Roadmap

Progress Learning Updates

Release Highlight Videos

How Do I Create a New Opportunity and Link it to an Existing Contract in Salesforce?

How to Add Upsell Products to a Renewal Quote

How to Create a Basic Renewal Opportunity and Quote

CPQ Amendments- Full Return

CPQ Amendments- Partial Return

CPQ Amendments- Product Swaps

CPQ Amendments- Upsell / Add On

Adding a Contact Role to your Opportunity

Navigating the Work Queue in Salesforce

Activating Customer Trials - Success Team

Trial Upgrade Approval Process

How to add a new contact record in Salesforce and add a relationship

Progress Learning Demo Resources

How to Submit a Vendor Form Request

CPQ Overview

Large Quotes In CPQ

About Progress Learning Account Health Scorecards in Salesforce

Account Page Layout Changes (March '24)

How Do I Create a New Account Record?

How Do I Merge Accounts in Salesforce?

Manual Syncing Account Information Updates

Trial Upgrades

Updating Parent Accounts / Districts in Progress Learning

Updating Subscriptions / Contracts

Where Do I Find Progress Learning Account IDs in Salesforce?

How To Add A Contact Record To An Account Record in Salesforce

Salesforce Contacts Overview

Create and Customize List Views in Salesforce

How Do I Log Activities in Salesforce?

How Do I Manage Bad Leads in Quick Call?

How to Log a Call in Salesforce

How to send a list email in Salesforce

Navigating the Home Screen in Salesforce

Opportunity Page Layout Changes (June '24)

Salesforce Glossary

Salesforce List Views Overview

Searching in Salesforce

Send a Text Shortcut(Snippet)

Sending a Template

Update Time Zone in Salesforce

What are Salesforce Objects and Records?

Sales Ops Release Notes: April '24 (I20)

Sales Ops Release Notes: Feb '24 (Georgia)

Sales Ops Release Notes: Jan 1, 2024

Sales Ops Release Notes: Jan 30, 2024 - Five Points

Sales Ops Release Notes: Mar '24 (Howell Mill)

Sales Ops Salesforce Release Notes Index

Add a Contact to a Cadence

Check Info on a Contact within Inbox

Complete a Phone Step

Complete an Email Step

Connect Salesforce to Gmail

Connect Zoom to Salesforce

How Do I Create and Work Tasks in Salesforce?

Inbox Setup

Remove a Contact from a Cadence

Send a Meeting Time

Messaging Configuration

PL Messaging Testing

Salesforce to Progress Learning Sync FAQS

CSM/ECSM Playbook

Helpdocs Request Form

How to Efficiently Build Data in Progress Learning

Links to Recorded Trainings and Links to Register for Live Training Webinars

Live Training Calendar

Monthly Webinar Topics (Webinar Blurbs)

New Trainers: Platform Practice

Presenter Post-Training Feedback Form

Professional Development Packages (New 2024)

Progress Learning Helpdocs Style Guide

Progress Learning Training Fliers

Training Price Sheet

Training Request Form

All Categories

Academics

11 articles by 4 authors

Account Executives

20 articles by 2 authors

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Marketing

New Sales

Onboarding

3 articles by 1 author

Order Processing

7 articles by 1 author

Platform Training

7 articles by 1 author

Product

5 articles by 1 author

Renewals

12 articles by 2 authors

Sales Collateral

Sales Training

Sales Training and Best Practices

1 article by 1 author

Salesforce

46 articles by 3 authors

Success (CSM)

1 article by 1 author

Training Team

12 articles by 3 authors

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