Upcoming Zoho/Technology Class Schedule Revised

Elaine & Liz, and All of Our Cool Team;

Happy AEP!

For those of you on Zoho, I just want you to knoW that I will be hosting a bunch of trainings on Zoho just in time for AEP!!!!! If you want to learn so you can earn… come join. The tentative topics are below for planning purposes.

All meetings will be at 9AM EST and will be virtual in my meeting room https://meet.goto.com/toldfield

Dates & Times

• DAY 1 – Monday, September 9 – Overview, Leads, Contacts
• DAY 2 – Wednesday, September 11 – Policies
• DAY 3 – Friday, September 13 – Email / Sales Inbox
• DAY 4 – Friday, September 20 – Revisit / MedicareCenter – AEP Planning
• DAY 5 – Monday, September 23 – Sales Inbox / Email, SMS Texting, Mail Merge
• DAY 6 – Friday, September 27 – Campaigns, Wrap-up, Open Mic

For questions, please call me at 859.533.5195

Todd