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Converting Leads to Customers and Scheduling Appointments

SUPPORT

Training Videos

INTRODUCTION TO SecurityTrax
ADMINISTRATION
  • Creating New Users
  • Employee Directory Overview
  • Equipment General Overview
  • Funding Calculations - Setup & Overview
  • Introduction To SecurityTrax Administration
  • Inventory Management: Basic Inventory
  • Managing Permissions
  • Communicating With SecurityTrax
  • Working With Organizational Structure
    • CUSTOMERS
  • Creating Equipment Packages
  • Using 'Shellper' (ADT Specific)
    • LEADS
  • Converting Leads to Customers and Scheduling Appointments
    • REPORTS
  • Reports - Creating, Editing, and Bulk Updating

    • Learn how to convert lead records to customer accounts and schedule appointments.

    Converting Leads to Customers and Scheduling Appointments from SecurityTrax on Vimeo.