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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
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Google Workspace
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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)
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How Do I Update My Photo in Paycor?
Paycor - 1:1s
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Vonage
Zoom
How Do I Connect my Calendar with 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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How Do I Assign Onboarding Cases (Manager)?
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How to Managing Event Settings in Google Calendar
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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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How to Create a Basic Renewal Opportunity and Quote
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Salesforce
CPQ
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SF Accounts
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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Trial Upgrades
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Where Do I Find Progress Learning Account IDs in Salesforce?
SF Contacts
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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
Salesforce Release Notes
Sales Ops Release Notes: April '24 (I20)
Salesforce Release Notes : January 1, 2024. Each Section will highlight releases the Sales Ops team is completing and rolling out to enhance, update, and support our Salesforce enabled teams Intended…
Sales Ops Release Notes: Feb '24 (Georgia)
Salesforce Release Notes : January 1, 2024. Each Section will highlight releases the Sales Ops team is completing and rolling out to enhance, update, and support our Salesforce enabled teams Intended…
Sales Ops Release Notes: Jan 1, 2024
Salesforce Release Notes : January 1, 2024. Each Section will highlight releases the Sales Ops team is completing and rolling out to enhance, update, and support our Salesforce enabled teams Intended…
Sales Ops Release Notes: Jan 30, 2024 - Five Points
Salesforce Release Notes : January 1, 2024. Each Section will highlight releases the Sales Ops team is completing and rolling out to enhance, update, and support our Salesforce enabled teams Intended…
Sales Ops Release Notes: Mar '24 (Howell Mill)
Salesforce Release Notes : January 1, 2024. Each Section will highlight releases the Sales Ops team is completing and rolling out to enhance, update, and support our Salesforce enabled teams Intended…
Sales Ops Salesforce Release Notes Index
Index of Releases. This page will serve as an index of release notes for Salesforce updates Intended Audience. All Staff. Notes. Any questions about release notes can be asked in the #help-salesforce…
