The four tracks
- Admin track (3 sessions): structure & fields, automation & forms, channels & maintenance
- Sales track (2 short sessions): working your leads, pipeline discipline & mobile
- BI track (2 sessions): datasets & metrics, building and maintaining dashboards
- Developer track (3 sessions): REST & auth, core methods & batch, events & production patterns
Adoption principles
- Train on the live portal with real leads, never a demo environment
- Short sessions beat marathons — 60–90 minutes, recorded
- Every session ends with a checklist a manager can verify
- Pair training with automation: a CRM that helps agents gets used
- Re-train at 30 days: the questions only exist after real usage