Area Representative Resources

Welcome! As an Area Representive, it is important to master some important skills that are essential for a smooth and efficient operation. Below is a series of training videos specifically curated for these responsibilities. Viewing them is mandatory for all Area Representives. Please watch them all expeditiously, and track your progress. Please contact Vik if you have any questions.

Sales Vidoes

#1 Introduction

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  • 04:55

AR Training: Introduction

In this video, I will discuss how you will be getting leads and what to do.

#2 Bad Phone

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  • 02:16

AR Training: Bad Phone

What to do when you have a lead with a bad phone number,

#3 Duplicate Leads

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  • 04:26

AR Training: Duplicate Leads

What to do in CRM when you have duplicate leads.

Technical Videos

#1 CRM First Call

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  • 05:47

CRM First Call

What to do on your first call using CRM and it goes to voicemail.

#2 How to Add a Property in CRM

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  • 04:29

How to Add a Property in CRM


Learn how easy it is to set up new property information in our customer relationship management system. Presented by Vikram Dhillon.



#3 How to Send E-Mail in CRM

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  • 02:54

AR Training: How to send email in CRM

In this video, you will learn how to send an email using CRM.

#4 Adding Contact from Outlook and Email Tracking

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  • 06:01

AR Training: Adding Contact from Outlook and Email Tracking

This video will show you how to add a contact, lead, or property from Outlook. In addition, how to track emails.