This beginner-friendly series of articles is designed to explain the PSAI Com Portal from start to finish. You can follow the general outline below for a loosely ordered overview, or feel free to jump to the topic that most interests you:
- Overview: What Is the Com Portal?
- Searching, Filtering, and Navigating the Com Portal
- Communicating with Leads Through the Com Portal
- Taking Advantage of Predictive Technology in the Com Portal
- Assigning Leads in the Com Portal
- "Closing" Leads in the Com Portal
Remember that your PSAI suite of tools is completely mobile-friendly! Add a PSAI shortcut to the home screen of your phone or tablet for quick access to your Com Portal from anywhere.
Next: Start with the Overview!