1

I. Welcome To GeNCORR & Logging In

• How To Access?
• Introduction to GeNCORR

2

II. Basics

• How To Get Help & How To Add New People
• Providing us with lists
• Understanding The Dashboard
• Setting up your calendar

3

Opportunities

• Filters for opportunities
• Overview | How To Work Leads and Move Them In GeNCORR
• Confirming appointments
• Update appointment status
• Individual Opportunities | Contact Details | Adding Tags

4

Calendar

• Appointment Status | Creating Appointments

5

Campaigns

• Lead Nurture Automations

6

Custom Values

• What Are They? How To Use Them!