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
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
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
Customer Support
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?
Horizon Education
IT Support & Systems
Calendly
Google Calendar
Google Workspace
Hardware
How to Add the Plano Office Printer to Your Progress Learning MacBook
Progress Learning Update Process Document (macOS)
IT Processes
Paycor
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)
Vonage
Zoom
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
Integration Processes
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
Internal Training
AE Training Practice
BDR Training Practice - How to Create Opportunities
Contact Management
Onboarding Specialist Hands-on-Learning
Trial Procedures
Marketing
New Sales
Onboarding
How Do I Assign Onboarding Cases (Manager)?
How Do I Work Onboarding Cases?
How to Managing Event Settings in Google Calendar
Order Processing
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?
Platform Training
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
Product
Jira Bug Ticket Creation
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Product Roadmap
Progress Learning Updates
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Renewals
CPQ - Quoting
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
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CPQ Amendments- Partial Return
CPQ Amendments- Product Swaps
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Trials
How to add a new contact record in Salesforce and add a relationship
Sales Collateral
Sales Training
Salesforce
CPQ
Salesforce Basics
SF Accounts
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?
SF Contacts
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?
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
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
Success (CSM)
Training Team
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
- Salesforce
- Salesforce Basics
- How to Log a Call in Salesforce
How to Log a Call in Salesforce
How to log a call in the Contact or Lead record:
- Open the Account, Opportunity, Contact, or Lead record in Salesforce.
- Under Activity, click "Log a Call". Enter the Subject, select the Activity Type, enter applicable notes and click "Save".
You cannot associate a lead to an account when logging a call. The activity will be attached to the lead record.
Activity Type (for AEs and BDRs):
- CC-RPC = Cold Call, Right Party Contact
- CC-No RPC = Cold Call, No Right Party Contact
- FU-RPC = Follow Up, Right Party Contact
- FU-No RPC = Follow Up, No Right Party Contact
How to log a call using Outreach:
- Open the Contact's record in Salesforce
- If the Contact does not exist in Salesforce, create the new contact
- The Prospect is called by clicking their phone number within the Outreach Activity panel
- The Outreach Call Bar will appear at the bottom of your browser
- Use the Record, Hold, Mute or End Call buttons as needed
- The Outreach Call Bar will appear at the bottom of your browser
- Disposition the call within the pop-up after you end the call. The call will be logged and added to the Prospect's contact record in Salesforce as a completed call.
