Academics
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
Account Executives
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
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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
BDR- Business Development Representatives
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)
CRM
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Horizon Education - Support Introduction
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Horizon Education
IT Support & Systems
Calendly
Google Calendar
Google Workspace
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How to Add the Plano Office Printer to Your Progress Learning MacBook
Progress Learning Update Process Document (macOS)
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Paycor
Getting Started With Objectives and Key Results (OKRs)
How Do I Complete Performance Reviews? (Employee)
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How Do I Submit Time Off?
How Do I Update My Photo in Paycor?
Paycor - 1:1s
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Vonage
Zoom
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Zoom Best Practices
Zoom Cloud Recording Policy
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DNS Adjustments (For Travel Use Only)
Everything You Need to Know about Slack
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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
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Using Ramp - Finance
Using Zywave
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Enabling Notifications for Clever Status Updates
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NWEA Mapping Page - Details & Troubleshooting Steps
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AE Training Practice
BDR Training Practice - How to Create Opportunities
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New Sales
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How Do I Assign Onboarding Cases (Manager)?
How Do I Work Onboarding Cases?
How to Managing Event Settings in Google Calendar
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Customer Invoice request (via Slack & Salesforce)
DPO- Delayed Payment Option Process
How Do I Take a Payment?
Order Processing Coordinator - Queueing Opportunities
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What if I Receive a Task from Processing Regarding an Error?
Platform Training
How Do I Create an Employee Login for Progress Learning?
How Do I Input Data into Demo Accounts Quickly?
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Progress Learning - Platform Practice
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How Do I Create a New Opportunity and Link it to an Existing Contract in Salesforce?
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Salesforce
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About Progress Learning Account Health Scorecards in Salesforce
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Where Do I Find Progress Learning Account IDs in Salesforce?
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How to Log a Call in Salesforce
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Opportunity Page Layout Changes (June '24)
Salesforce Glossary
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Update Time Zone in Salesforce
What are Salesforce Objects and Records?
Salesforce Release Notes
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
Salesforce Sales Engagement
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
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Inbox Setup
Remove a Contact from a Cadence
Send a Meeting Time
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Training Team
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Progress Learning Helpdocs Style Guide
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- CRM
- How to impersonate a user in the CRM
How to impersonate a user in the CRM
Updated
by DaCota Cole
How to impersonate a user in the Mini CRM
Creation Date: December 19, 2023
Created By: DaCota Cole
View most recent version on Tango.us
# Input user information in the filters
1. Enter the first name
2. Enter the last name
3. Click on Master to collapse the menu bar
4. Click login to impersonate the user
Created with Tango.us
