- Setting up new users
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Your profile settings 0 hr 2 min
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Adding an agent profile 0 hr 4 min
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Adding a user account 0 hr 8 min
- Updating your account details
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Updating your account details 0 hr 2 min
- Connecting your mailbox to Eagle
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Connecting your email account 0 hr 3 min
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Connecting your calendar 0 hr 3 min
- Setting up your templates
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Setup your SMS templates 0 hr 5 min
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Setup your letter templates 0 hr 5 min
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Setup your email templates 0 hr 7 min
- Setting up your integrations
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Setup a portal 0 hr 3 min
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Setup property information providers 0 hr 3 min
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Survey
Eagle CRM: Setting up your account course - Video
Learn how to get set up and started in your Eagle account.
Getting Started is the first session of our Eagle eLearning 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:
- Update your account details
- Setup your new users
- Connect your mailbox to Eagle
- Create custom fields to use
- Setup your templates
- Setup you integrations