Popular Articles

41. ConnectBooster email tracking

    Last Updated: 06/03/2021 in Best Practices Best Practices for Client Email Functions
    Video Length: 4:21 Video Description: In this video you'll learn about email tracking in the portal. You can also refer to our support article here . *Hearing impaired? Turn on the auto-generated subtitles available in the video Settin...

42. What are Past Due Notices?

    Last Updated: 04/30/2021 in Post-Installation Material 90 Day Coursework
    Video Length: 2:22 Video Description: This   video walks through case uses for the Past Due Notices within ConnectBooster. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

43. Success in the Sales Process

    Last Updated: 04/30/2021 in Best Practices Bringing on New Clients
    Video Length: 3:21 Video Description: Learn how to showcase ConnectBooster as an added perk in your sales process to prospective clients. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

44. Type 2 scenario

    Last Updated: 06/03/2021 in Training Resources Integrations Overview Great America
    Video Length: 0:55 Video Description: In this 4 part video series you will learn about the Great America integration offered by ConnectBooster and the various scenarios that come into play when using this integration. You can also review ...

45. New Clients: Best Practices for Security

    Last Updated: 04/30/2021 in Post-Installation Material 90 Day Coursework
    Video Length: 3:21 Video Description: This video covers best practices when discussing security and ConnectBooster with prospective clients. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

46. Inconvenient conversations to address

    Last Updated: 04/30/2021 in Best Practices How to Have the Conversation with Existing Clients
    Video Length: 5:31 Video Description: This video takes a look at the inconvenient conversations that you may come across while implementing ConnectBooster. ConnectBooster gives you additional insight to your client's payment history which...

47. Setup: Internal Settings

    Last Updated: 04/30/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 3:29 Video Description: Learn about the internal settings of ConnectBooster and how to best utilize the internal notifications. You can also review our support documentation on this topic below: Internal Users Internal ...

48. ConnectBooster Reports

    Last Updated: 04/30/2021 in Post-Installation Material 90 Day Coursework
    Video Length: 3:27 Video Description: This video covers the reports section of the ConnectBooster portal. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

49. New Feature: What is 'Pay Now'?

    Last Updated: 06/03/2021 in Best Practices Best Practices for Client Email Functions
    Video Length: 2:52 Video Description: Learn about the ConnectBooster feature Pay Now.  You can also refer to our Pay Now support article. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

50. Make your team aware and vigilant

    Last Updated: 06/03/2021 in Best Practices Best Practices Around Transaction Fraud
    Video Length: 2:43 Video Description: In this 6 part video discussion you will learn security best practices to help protect you, your clients and your business overall from multiple security threats. *Hearing impaired? Turn on the auto...

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