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HOME History of The 4orce The 4orce VS Salesforce
 
 

Welcome to the instructional Video page for The 4orce. The following videos are meant to serve a dual purpose. 1) Show users of the program specifically how to use it; 2) Show those who are thinking about using the system how powerful and easy the system is to use.

To view the various training videos below, simply click on one of the hyperlinks.  If you have a suggested video you would like to see added to the list, please e-mail info@the4orce.net. 

-Upgraded e-mail/e-newsletter blasting system (videos on the upgraded e-mail system)

-Double Opt-in e-mail/landing page system (videos on the most unique opt-in/landing page system in the industry)

Training videos for the classic CRM fuctions of The 4orce

Calendar/Events - Adding new  (calls, meetings, and to doís)

Insurance Pipeline - Input premium, target premium, percentage of target, and death benefit information on potential and closed sales of life insurance, annuities, LTCI, or DI insurance.

Running a Pipeline Report (open and closed business)ó

Home Page Setup - How to set the preferences for your home page (thet page that comes up after you log in).

Setting Permissions of Users -See a demonstration for how to setup users and limit their access to certain information.

Leads

-Creating a lead (which is new potential client)

-Converting a lead to a client

Editing Leads, Clients, and Accounts
 -Changing who a lead, client, or account is assigned to.

Clients -How to create a new client

Accounts -Creating a new account (an account is a business account of your company that may have many new leads or clients)

E-Mails -Sending e-mails to a specific client, account, or new lead

Document Up-loader -Upload documents specific to specific to clients, accounts, or new leads

Upload stand alone documents (not specific to clients, accounts, or new leads

Notes and attachments -Learn how to add a Note to the system for your records and for others in your company who have access to that clientís information to view.