Switching ECs without Cancelling a Consultation

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• Booking a consultation

  In the upper menu bar, click Lead to Consult > Leads. You will see the LIST OF ALL LEADS. Click on the Pencil Icon if you need to make edits to the lead form Click SAVE Click on the Calendar icon to book a consult You are now looking at the SHARED ...

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• Adding a Team Member (EC, Administrator, Employee) in BANG

  Hover over Activities Select Team Members where you will see the Directory of everyone on your team.  Click on Add a Team Member In the PERSONAL INFORMATION section fill in: Title: Suffix: First Name *Mandatory Last Name *Mandatory Birth ...

• Lead to Consultation

  If you found this video helpful, check out these other resources! Bulk Uploading Leads Adding a Campaign Leveraging campaigns on BANG with Byron Zahm Completing a Consultation Report