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Franchise Tech Manual (Pickee)
Overview
Coming Soon!
Dashboard (D10) User Manual
How to Access Training Courses
Your Franchise Website (GHL) Intro Video
Website Video Guide with Videographer
Website Video Question Prep
Google Workspace
Google Email (Gmail) (10:34)
Google Calendar (7:44)
Google Shared Drive
Google Chrome Extensions
Messaging Platform (Slack)
Slack (17:55)
QBOA
How to Update Email and Contact Info in your CPA MOMS QBOA Account
How to Add Home Team as Team Member with Correct Permissions to QBOA
CPE Platform (Illumeo)
Take a Tour
Use Your Compliance Monitor to Track Your CPE
How to Add Externally Received CPE Credits to the Platform
Recommended CPE Training Courses in Illumeo
Interested in Adding Team Members at a Discount?
Other 3rd Party Technology User Guides
Getting Started with Zoom (3:30)
How to Change Zoom Local Recording Location to File Stream (1:12)
Fathom - AI Meeting Assistant
Vista Print - CPA MOMS ProShop (2:47)
How to Add Home Team as Team Member with Correct Permissions to QBOA
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