SETTING UP YOUR OFFICE & SOFTWARE

ZOHO – Setting Up. Functionality later.

• Setting up your CRM
• Setting Up Your Email
• Setting Up Your Phone App
• Setting Up other Zoho Related Items

NEXTIVA

• Setting Up Phone
  • Your Internet Where You Will Work
• Setting up Phones – https://www.nextiva.com/
  • Programming them
• Setting Up User Functionality. Voicemail, etc.

CALENDLY

• Your scheduling software – Setting Up Your User Account

MEDICARE CENTER

• Call Recording, Scope of Appointment, Other

 

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