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Groups Support Team Training
Groups Team Overview
Roles & Responsibilities
Systems we Use on Groups Support Team
Google - Gmail Calendar, Drive, Email
Time Off Cloud
Ebsta
Slack
Calendly
Salesforce: Managing Groups and Leaders Overview
Groups Assigned By Region
Salesforce: Texting System
Salesforce: Maps
Salesforce: Reports
Form Assembly
Facebook Leaders Group
EGLeader.com
EG Leaders App
Best Practices for Groups Support Team
Groups Email Managment Protocols
Sending Emails through Salesforce/Ebsta
Texting Leaders
Call Tasks
Closing Tasks
Finding Duplicates (3:20)
Groups Listed/Groups Hidden on Website
Updating Primary Contact Info
Triggering/Canceling Automatic Workflow
Pending Launch Groups vs Launched Groups
New Group/Leader Process
New Group SF Process
Welcome Workflow Overview for LEADER
Welcome Call Tasks Scripts to LEADER
Welcome Call to Co Leader Task & Call Script
Required Group Materials
Group Material Sponsorships/At Risk State Promo Form
Semester Groups
Semester Group Workflow Overview
Semester Group Statuses
Semester Group Contact/Primary Contact
End of Semester Reporting
On Break
On Break Workflow Overview
How to put a Group On Break
How to put a contact On Break vs the entire group
On Break Call Scripts
How to take a Group Off Break
Inactive Workflow
Inactive Workflow Overview
If a Group needs to be marked Inactive
How to mark a contact Inactive vs the entire group
Leader FAQ's
How do groups place an order
How Leaders submit new Co-Leaders
Do we have Spanish Curriculum?
What's the best night to have your support group?
How do I get Group Participants
Welcome Workflow Overview for LEADER
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