SET UP
Access Company Email
Add Gmail to Your iPhone
Calendar Schedule
Email Signature
Finance Consulting CRM 
Business Consulting CRM
Your first steps into consulting
Lesson 1: Company Email Account
In this video you will learn the overview of how we will be setting up your company email account.
Instructor
Leland Baptist
Leland is an expert in business, finance and marketing consulting, he has spent the past 8 years consulting various companies in the small to mid size market cap.
Getting to know your calendar
Lesson 2: Setting up iPhone Integration
Always connect your phone to your email account so that you are able to communicate with clients on the fly or remotely.
Link: https://hc.weebly.com/hc/en-us/articles/201764616-Set-Up-G-Suite-Email-on-Your-iPhone
Schedule Your Time Wisely
Lesson 3: Booking Appointments
In this video you will learn the overview of how we will use a tool call youcanbook.me to schedule time with clients and also show our availability.
Keep it professional in the business email system
Lesson 4: Setting up your signature
In this video you will learn the overview of how we will be setting up your email signature.
CRM system for Finance Department
Lesson 5: Base
In this video you will learn the overview of how we use base to keep track of all business related to our clients.
Everyone will have individual access.
Lesson 6: Bitrix24
In this video you will learn how everyone should use Bitrix24 to stay updated on their clients and work together on various projects and timelines.
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