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Lead Routing & Ownership
Inbound Routing All inbound leads are scored and routed to the inbound BDR team through a roun...
Lead Scoring (Lead Grading) 101
Lead Scoring The main objective of lead scoring is to help the Sales team prioritize leads tha...
SQL Process Guide
SQL Process Authority to Evaluate Authority - Notes Buyer Discovery Stage Estimated Timefra...
Lead Status Guide
Table of Contents Lead Flow Overview Lead Status Values Open - Not Contacted Marketing - Qual...
SQL Scorecard
SQL Scorecard Qualification Criteria Meaning What We’re Looking For ...
Quality Prospect Conversations Guide
What is a Quality Prospect Conversation? The purpose of a QPC is to effectively schedule the fir...
Cold Prospect Conversations Session
Session Deck Quality Prospect Calls Framework
SKO BDR Breakout Sessions
Capture & Follow Up Conversational Qualification Objection Handling Identifying Pain
Information about TalentLMS Quizzes
We use TalentLMS for internal training. Some of our courses are created in-house and come courses...
How to set your alias as the default email address in Outlook
Note; this method has been tested when using the Google Workspace Sync tool to sync Google with...
New York Life Agents that opt into Sales Central
All EFCO NYL Agents need to be migrated to Rubex Hosted Make sure that the "Partner" field...
Okta SAML SSO Configuration
Setting up Okta Go to the Admin Dashboard and create an app integration. Select SAML 2.0 ...
How to run local Utopia over LAN/connect from outside network
Why At times it may be helpful to connect to your local instance of Utopia from other devices to...
How to create a new user license type
All changes are made in the Utopia solution in the Utopia git repository See this PR for the C...
Test Against Production Read Replica
To follow our security policy YOU MUST HAVE TWO OTHER DEVELOPERS OBSERVING when you access produc...
Code First Training Video
https://youtu.be/goRtW-1c_BY
Entity Framework Optimizations
Entity framework does not have great performance when dealing with large batches of data. We've c...
Adding a new Email Type
Steps required to add a new email type Add the new email type to the EmailEnum in UtopiaShared...
Utopia External Login Instructions and Options
Utopia External Login Instructions and OptionsThis file is to explain how to create an external l...
AccessLink
How to trigger: Your user must have the Access Links user permission. Go to Admin Panel > Use...