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TodayApp Team Member Training Video
Here you can see a previous team member webinar that was recorded and will help team members get oriented with the program. It's a longer video, but it has valuable information.
Video: ECRM for Team Members
This short video will walk agents and team members through how to use the ECRM integration once it has been setup.
Daily Routine for Team Members
These are instructions on how a team member will use the TodayApp. Please note that different offices may use the system differently.
Agent/Admin: Practice Payroll Video
In this video, you will see how to assign a team member to your comp plan, run a comp report, and see where to check the data that was entered into the app.
Using ECRM Integration
How TodayApp and ECRM work together.
Apple Mobile App
We are excited to announce that our Apple mobile app is back! You can find the app by searching the App Store for "TodayApp Pro".
Categories
All Things ECRM Integration
Agent/Admin Getting Started
TodayApp 101
New Team Member Learning
Common Team Member FAQs
Compensation Help
Custom Reporting How-tos
Webinars and Training
Billing/Payment for your TodayApp Account
User Roles: Different Permission Levels for Different Roles
Customization
Archived Webinars
Latest Updates
Logging Sales (for non ECRM Integrated Accounts)
Past Training Videos
TodayApp Scripts
Tips For Working From Home
The Daily Win: A TodayApp Podcast