Daily Calls & Task Management

BoldTrail Daily Calls & Task Management

Daily Calls and Task Reminders are the two most important features to use to stay on track with your business and build your pipeline confidently! We'll discuss their differences and best practices for completing each type.

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Course curriculum

1

Getting Started
- Course Overview
- What Are Daily Calls?
- What Are Task Reminders?
2

Daily Calls 101
- How Daily Calls are Auto-Generated
- Infographic on Criteria for Auto-Generated Calls
- How to Manually Schedule Calls
- Where to Find Your Daily Calls
- How to Complete Your Daily Calls
- Test Your Knowledge
3

Task Reminders 101
- How Tasks Are Created
- Where to Find and Complete Your Tasks
- Test Your Knowledge