GABLE GRASSROOTS • CMIR TEAM TRAINING

Assigned Quote — Interactive Walkthrough

Practice receiving a quote assignment, moving it to In Progress, reviewing instructions, and starting carrier work.

LESSON 01 • GHL QUOTE QUEUE← Training Library

Training screenshot
Click the highlighted area or use Next Step.
Important: Moving the opportunity to In Progress triggers the existing GHL notification to Tony. Do not send a duplicate notification. This walkthrough uses demonstration screenshots and does not change live records.
CMIR internal training • Restrict access to approved team members before sharing.