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Reliance Training



Encore Agent Webinar Series


Our next set of agent training webinars will feature an encore presentation of our most well-attended webinars in the last few months. Even if you attended or viewed past webinars, this series will include the latest features and details not previously covered.


You can find the latest recordings here.


Details for upcoming training: 


Let’s Review Your Dashboards - July 16th @ 10 am Pacific Time

We will review My Dashboard and the Team Dashboard in detail so you can easily find information when working in your intranet/CRM.

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Customizing Your Website Home Page - July 23rd @ 10 am Pacific Time

We will step through changing layouts, customizing, and publishing your website home page, including using the Content Management System (CMS) Image Library.

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Creating Website Content Pages - July 30th @ 10 am Pacific Time

We will focus on creating content pages and adding them to your website navigation, along with an overview of the different page types and page settings.

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Contact Management A-Z - August 6th @ 10 am Pacific Time

This session will cover all the details you need to manage your contacts and clients, including groups and how to use Reminders to keep in touch.

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Email Marketing Refresher - August 13th @ 10 am Pacific Time

Did you know we 175 Stock Templates? Let’s go through these and review the options for sending, editing, and saving, plus organizing your folders.

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Action Plan Options - August 20th @ 10 am Pacific Time

Emails only, tasks only, or emails and tasks are your options when creating an action plan. We will review where these activities live, how to create a plan, as well as how to take advantage of our ready-to-use Stock Plans.

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Each session will include a Q & A at the end and will be recorded.