Recently Updated Pages
Chili Piper Set Up
Click this link to find who to contact to get your Chili Piper account set up View this video fr...
New York Life Migration Information
under construction...
SecureDrawer
SMB group: use “EFCO to Rubex” sequence CSM will create a "migrate to Rubex" quote for Secur...
New York Life Renewals
Click here to go to New York Life renewal information
Caselle Accounts
Renew them on their current products with a $0 opportunity. Submit to finance right away
Rubex Hosted
Growth team: use “Generic” sequence in Outreach Build quote Send DocuSign Follow t...
Rubex Private Cloud
We are trying to move all RPC clients to Rubex Hosted Build quote Send DocuSign with RP...
Agents opted into Sales Central vs. Agents who have NOT opted in
Agents opted in who also had an account with us at the time they opted in: The agent will pay ...
Duplicate Opps
Rename all duplicate opps as “Duplicate” and mark as “closed lost” Any opps with a date ...
Migration Process for Legacy Clients
Underlined, bold, & italicized steps are automated. All others are manual steps. Client Requ...
Roles in Migration Process
Professional Services Monitor clients that have a migration on a renewal or amendment via Sale...
What to do if you get a phishing email or smishing text
What is a phishing email? Phishing is a type of social engineering where an attacker sends a fra...
Migration Records - How to Create Manually
The ability to manually create Migration records in Salesforce is limited to a few people. If you...
Migration Records - Created by Mistake or Critical Information Missing?
Since Migration records are auto-created based off of criteria from a Closed Won Opportunity and ...
Security Awareness Training Information
Why do we have Security Awareness Training? All eFileCabinet employees are required to take and ...
Migration Report and Dashboard Creation Training
This training was held with Kelsee Beck and Brock Cutler when they requested an understanding of ...
Migration Object Introduction
This training video reviews the Migrations object in Salesforce, its intended use, and where you ...
Migration Process Training
Please review the 13 minute training video in Gong here: https://app.gong.io/call?id=898373501423...
Payroll, Timekeeping, Time Off, Benefits, SplashTrack, & Replicon
SplashTrack: https://account.splashtrack.com/ Update your information, including phone number...
How to Log Hours in Replicon
You can access Replicon in two ways:Mobile App: Replicon – Timesheets with GPS - or - Website: ht...