1

I. Welcome To GeNCORR & Logging In

• How To Access?

2

II. Getting GeNCORR Set Up

• Dashboard Overview | Team Management | Setup Settings
• Adding Existing Contact To GeNCORR

3

III. Dashboard

• Understanding The Dashboard

4

Opportunities

• Overview | How To Move Leads
• When A New Lead Comes In
• Individual Opportunities | Contact Details | Adding Tags

5

Conversation

• Staying Organized | Sending Messages | Making Calls

6

Calendar

• Calendar Settings
• Appointment Status | Creating Appointments

7

Campaigns

• Lead Nurture Automations

8

Custom Values

• What Are They? How To Use Them!