New Agent Onboarding – Endless Boundaries Vacations

Getting started - welcome and what to expect. Setting up Microsoft Office 365 with email, creating signature, setting your availability schedule, setting up microsoft teams. Setting up Tern our CRM. Logging in and starting Tern & Learn under the help button of Tern. Setting up Tern Profile. working through the following 13 module that Tern offers. Setting up Social media accounts, setting up linktree. Submitting form for website links.

Course•By Heather Trujillo