Please note: As of 12:00 am PDT on April 9, 2024, we are no longer accepting applications for tax year 2020. Any completed applications (with supporting documentation) submitted on or after 12:00 am PDT on April 9, 2024, will be prepared and filed for tax year 2021 only. By continuing to utilize our service, you acknowledge and agree that SmartERC will not prepare nor file your Forms 941X for any quarter of tax year 2020.

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Onboarding

Overview
Curriculum
Reviews

These Lessons will overview the tools and daily workflow for sales reps

Curriculum

  • 1 Section
  • 7 Lessons
  • 0 Quizzes
  • 0m Duration
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Essential Tools
7 Lessons0 Quizzes
  1. Essential Tools
  2. Email Signature Setup
  3. RingCentral
  4. WooSender
  5. HubSpot (lead workflow and script)
  6. Full Daily / Appointment Workflow
  7. File Invite Review
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