Lead Entry

This Course introduces you to improveit 360's Terminology around Lead Entry. This Learning Track covers how to enter new Leads in improveit 360 as well as check for existing Leads and Customers in your database. 

First, watch the short training video, then Login to your improveit 360 system and enter Lead information into your system! If you've forgotten how to complete a Step, you can re-watch the short video, or ask for Help from your improveit 360 Onboarding Team. 

All of your Feedback is recorded and your Onboarding Team will review your responses with you during your next one-on-one Q&A Session.