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ActiDesk for MSPs: Build, Send and Track Pre-Meeting Desks

This course teaches sales reps, account managers and admins at MSPs and MSSPs how to use ActiDesk in their own sales. You will learn what ActiDesk is and why a personal desk page before a meeting works, tour every main screen, build and send a package step by step (from the web and from Outlook), read what your prospect did and follow up at the right moment, set up your company and team as an admin, and fix the problems reps run into most. STACEY, an AI engine built by ActiForge, answers your how-to questions inside ActiDesk, and this course shows what she can and can't do. The first lesson is a free preview.

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Course Path — ActiDesk for MSPs: Build, Send and Track Pre-Meeting Desks
1–7 of 7
ACTIDESK-D1PREVIEW

What ActiDesk is and why it works

  1. 1.1A personal desk for every prospect: what ActiDesk does
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ACTIDESK-D2PREVIEW

The feature tour

    0 / 6 LESSONS0%
    No preview available
    ACTIDESK-D3PREVIEW

    Building and sending a package

      0 / 5 LESSONS0%
      No preview available
      ACTIDESK-D4PREVIEW

      Reading engagement and following up

        0 / 4 LESSONS0%
        No preview available
        ACTIDESK-D5PREVIEW

        Admin setup and team management

          0 / 5 LESSONS0%
          No preview available
          ACTIDESK-D6PREVIEW

          Troubleshooting and good practice

            0 / 3 LESSONS0%
            No preview available
            ACTIDESK-D7PREVIEW

            Final review

              0 / 1 LESSONS0%
              No preview available