Course curriculum

  • 1

    Basics: Xylo Lead Map

    • How to Login and Allow Location

    • How to Edit Profile and Upload Photo

    • Xylo Access Checkpoint

    • Announcements and Notifications

    • Global Lead Map Layouts

    • Xylo Lead Map Checkpoint 1

    • Pin Types and How to Drop a Pin

    • Utilizing Prospect Pins and Xylo Data Pull

    • Editing Pins and Leaving Notes

    • Xylo Lead Map Checkpoint 2

    • Editing a Pin into an Appointment

    • Using the Add Homeowner Button

    • Using the Search Bar

    • Xylo Lead Map Final Checkpoint
  • 2

    Basics: Xylo CRM

    • Purpose of the CRM

    • How to Search a Customer

    • How to Edit Appointment Date/Time

    • CRM Checkpoint

    • Managing and Following Up on Leads

    • Deal Stage Job Flow

    • CRM Final Checkpoint