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Academics Style Guide
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GA Math - How to Find the new GA math standards
How to Create an Article in HelpDocs for Academics
Learnosity JSON Templates
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Account Executives
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How Do I Clone a Quote?
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How Do I Create Opportunity and Quote Records?
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How Do I Create a Lead Record?
How Do I Create a Multi-Year Proposal?
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How Do I Prospect Using Quick Call? (Account Executives)
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How To Create Activity Records Associated With Opportunities
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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
How Do I Classify Bug Support Cases in Salesforce?
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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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Zoom Best Practices
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DNS Adjustments (For Travel Use Only)
Everything You Need to Know about Slack
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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
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Progress Learning Migration Steps
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How Do I Assign Onboarding Cases (Manager)?
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How Do I Take a Payment?
Order Processing Coordinator - Queueing Opportunities
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Platform Training
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How Do I Create a New Opportunity and Link it to an Existing Contract in Salesforce?
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About Progress Learning Account Health Scorecards in Salesforce
Account Page Layout Changes (March '24)
How Do I Create a New Account Record?
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Manual Syncing Account Information Updates
Trial Upgrades
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Where Do I Find Progress Learning Account IDs in Salesforce?
SF Contacts
Create and Customize List Views in Salesforce
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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
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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
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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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Salesforce to Progress Learning Sync FAQS
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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
SF Contacts
How To Add A Contact Record To An Account Record in Salesforce
New Contact Record Criteria. New contact records should only be added if: The contact does not exist in Salesforce as a lead or contact record.. How To Add A Contact Record To An Account Record in Sa…
Salesforce Contacts Overview
What is a Contact? Contact records in Salesforce store information about the people we do or have done business with (Customers); or people we are or have actively pursued future business with (Prosp…
