Course curriculum

  • 1
    Welcome to ICANotes!
    • Overview
    • Team Organization
    • Communication
    • Google Calendar
    • Using Your Resources
  • 2
    Scheduling
    • Employee Shifts
    • Overtime
    • Breaks
    • Time Off & Shift Changes
  • 3
    Expectations
    • Sales Team Expectations
    • Gmail Chat
    • Assigned Tasks
    • Documentation
    • Demos
    • Daily Workflow Tips
  • 4
    ICANotes.com
    • Useful Pages on our Website
    • ICANotes.com Quiz
  • 5
    Using Zoho CRM
    • Working with a Split Screen
    • Set up Calendly account
    • Update your profile
    • Upload Your Signature
    • Integrate Meeting Software
    • Setting up Gmail Sync
    • Customize Your Lead View
    • Leads
    • Converting Leads
    • Customize Your Opportunities View
    • Opportunities
    • Customize Your Activities View
    • Customize the "Business Card"
    • Working Your Task List
    • Using Zoho Review
  • 6
    Pricing
    • Outpatient Pricing
    • Premium Patient Portal Pricing
    • e-Prescribing Pricing
    • PDMP
    • Text Reminder Pricing
    • Kno2 Pricing
    • Miscellanous Pricing
    • Inpatient Pricing
    • UHS Pricing
    • Quote Workflows
    • Quote Assignment
  • 7
    Sales Messaging
    • Sales Messaging