- IM Certification Course completed
- Watch IM Top User Conference
- Download IM User Workbook
- Schedule a Training Session
- Email/Ph missing delta reduced by 10%
- Setting up a google review
- Calendar Scheduler Setup
- Carrier Info Added
- Creating Deal cards
- Create New Business and Renewal Pipeline
- Explore Workflow automations
- Birthday Automation
- Monthly Milestones PDFÂ
