Eagle CRM: Getting started course - Video

Learn how to get started in your Eagle account and navigate your way around your new CRM.

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About this course

Getting Started is the first session of our Eagle video courses.  This course is designed for new users, primarily focusing on basic navigation and setting up your Account. It is recommended that those new to Eagle complete this course before attempting other courses.

At the end of this course, you will be able to:

  • Log into your Eagle account
  • Understand and navigate the side menu
  • Setup default permissions
  • Setup Eagle on your mobile device

Curriculum0 hr 17 min

  • Eagle CRM: Eagle Flow - Video 0 hr 7 min
  • Eagle CRM: Setting up default permissions - Video 0 hr 1 min
  • Eagle CRM: Permissions in Eagle - Video 0 hr 1 min
  • Eagle CRM: Eagle CRM mobile app - Video 0 hr 2 min
  • Eagle CRM: Connect your calendar - Video 0 hr 3 min
  • Eagle CRM: Connect your email - Video 0 hr 3 min
  • Survey

About this course

Getting Started is the first session of our Eagle video courses.  This course is designed for new users, primarily focusing on basic navigation and setting up your Account. It is recommended that those new to Eagle complete this course before attempting other courses.

At the end of this course, you will be able to:

  • Log into your Eagle account
  • Understand and navigate the side menu
  • Setup default permissions
  • Setup Eagle on your mobile device

Curriculum0 hr 17 min

  • Eagle CRM: Eagle Flow - Video 0 hr 7 min
  • Eagle CRM: Setting up default permissions - Video 0 hr 1 min
  • Eagle CRM: Permissions in Eagle - Video 0 hr 1 min
  • Eagle CRM: Eagle CRM mobile app - Video 0 hr 2 min
  • Eagle CRM: Connect your calendar - Video 0 hr 3 min
  • Eagle CRM: Connect your email - Video 0 hr 3 min
  • Survey