This section teaches you the POPi/o basics, which include getting started, setting up new users, how to use the call collaboration tools, and managing agent accounts. Click here to watch the training videos.
POPi/o Online Training
POPi/o Basics
Slide Manager
This section will teach you how to use slides during a call, how to create new slides, sending slides and url’s to the consumer, and how to create and manage meetings. Click here to watch the training videos.
eSignature and Workflow Training
This section will teach you how to create, change, and modify workflows. Training includes: Adding and mapping PDF templates, workflow permissions, customizing the workflow process, and testing workflows. Click here to watch the training videos.
POPi/o Basics
This section teaches you the POPi/o basics, which include getting started, setting up new users, how to use the call collaboration tools, and managing agent accounts. Click here to watch the training videos.
Or watch the individual segments below.
Video Agent Training
Call Collaboration Tools
System Manager Training
Network Diagnostics
Meetings
Slide Manager - Send Static Slides and URL's
eSigniture and Workflow Training
This section will teach you how to create, change, and modify workflows. Training includes: Adding and mapping PDF templates, workflow permissions, customizing the workflow process, and testing workflows.
