Agent Account Setup:
Every account has interactive onboarding steps that will walk users through setting up their individual accounts.
These onboarding steps will "pop-up" in their account, but if you'd like to send them a link that will take them to their steps, use this link. The steps will vary based on their access role.
Team members can launch the onboarding steps themselves by clicking on their name in the upper-right.
Get your team trained with our Live Training sessions held daily. Here's a list of webinars we offer. Signing up for a webinar is part of the onboarding steps, but it doesn't hurt to show them again!
But you don't have to wait! Every webinar is recorded to watch on demand here.
Every Brivity CRM account has an in-depth training guide built into their account with videos, walk throughs, and step-by-step tutorials.
It's called the Brivity Help Center. If you want to send the a link to it, here's a link.
Each user can find the Brivity Help Center by clicking on their name in the upper-right and dropping down to Help.