How To

How to Effortlessly Navigate Your Org Chart with Contact Relationships

With Contact Relationships, you and your team can easily setup, view, and update your company org chart! You'll even access the hierarchy as an easy to read flowchart!

Easily Assess a Rep's Presentation (and Provide Feedback) with Video Uploads

With Video Uploads, you and your team can coach your reps after they record a video of themselves practicing a key part of their job.

How to Get Quick In-App Help with Tooltips

With the new tooltip feature, you can now access quick assistance! Tooltip videos provide valuable information on every page. Whether you're unsure about a specific function or need a refresher, tooltips are here to help you out.

How to Stay Informed on Your Contacts Progress via SMS Notifications

Keep your team informed with SMS Notification automation. Instantly notify managers, recruiters, or HR teams via text when contacts reach key milestones, such as completing training.