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APEX
Get Started
 APEX Sandbox Access |  Pendo Chrome App Install |
|---|---|
 Mobile App Setup |  APEX Tips |
LEADS
Leads
 Move New Leads to Discovery - Drag & Dro |  Maximize Efficiency for Leads & Prospect |
|---|---|
 Add X-Dates- pg 1 of 2 |  Duplicate Records |
 Existing Customer Record Indicator |  Add Household Members and Referrals-COI. |
 Scrubbing Lead Lists |  Add a Note |
 Lead Score |  Rejected Stage- pg 1 of 2 |
QUOTING
Quoting
 Quoting |  Find Your Quotes |
|---|---|
 Farmers Fast Quotes |
LISTS & TASKS
Lists & Tasks
 Sync Outlook Email with APEX pg2 |  X-Date Clean Up |
|---|---|
Scrubbing Lead Lists |  Task Management |
 Upload A List |  Create a QNC List |
 Campaign Lists & Search pg1 |  Quick Send Messages- pg 1 of 2 |
 Save Email to APEX Acct |  Working Tasks and Interactions |
 Reassign Tasks- pg 1 of 2 |  Bulk Reassign Records and Tasks |
Rejected Stage- pg 1 of 2 |
MARKETING JOURNEY
Marketing Journeys
 Cross Sell Marketing |  Change Marketing Journey Preferences |
|---|---|
 Stop a Campaign Journey |  Marketing Journey Overview |
 Marketing Journey Resources- pg 1 of 27. |
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