TAP Training Course

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1. Getting Started

1.1 Integrations & Settings

1.2 Calendar & Phone Number

1.3 WAVV Dialer

1.4 Navigating TAP

1.5 Inside A Contact

1.6 Create Custom Fields

1.7 Import Records

1.8 Create Smart Lists

1.9 Share Smart Lists

1.10 A2P Registration (**DO THIS ASAP - THIS IS A REQUIREMENT FOR ALL USERS**)

2. TAP Marketing

2.1 Customer Journey

2.2 Customer Journey (Life)

2.3 Customer Journey (Vets)

2.4 Dialing With WAVV

2.5 Dialing Without WAVV

2.6 Post Appointment Survey

2.7 Adding Users

2.8 Settings Appointments

2.9 Using Calendar

2.10 Colby's Calling & Appointment Process (EXTREMELY IMPORTANT - MUST WATCH)***

2.11 How To Use Insurance Toolkits

2.12 Voicemail Drops

2.13 Stars & Stripes

2.14 Cancel Survey

3. General

3.1 WAVV Dialer Lists & Bulk Actions

3.2 Organizing Leads

3.3 Power Dialer

3.4 How To Use Power Dialer

3.5 Calendar Reporting

3.6 Calendar Auditing

3.7 Setting Up Your Caller ID

3.8 Workflow Triggers Overview

3.9 Workflow Actions Overview

3.10 Creating Forms

3.11 Creating Surveys

3.12 Email & Text Templates

3.13 Drag & Drop Email Builder

3.14 Dialing & Setting Appointments

3.15 Send Card & Brownies With Mailbox Power

3.16 Medicare Toolkit

4. Scripts

4.1 Veterans Script & Recording

4.2 Angelo's Veterans Script

4.3 Veterans Script

4.4 Call To Close Script

4.5 Client Worksheet