Agent/Admin Getting Started

Navigation Menu Overview

Navigation Menu = Everything on the left side of your screen.

Adding Team Members and Assigning Roles

For new hires/new accounts.

Pin TodayApp To Taskbar

Apple Mobile App

We are excited to announce that our Apple mobile app is back! You can find the app by searching the App Store for "TodayApp Pro".

TodayApp Welcome Email

This is the content that you should have in the welcome email sent to the owner of the account.

Creating/Removing Quick Actions

Here is a guide on how to set up and/or remove your own Quick Actions to customize Team Member activity tracking.

Coaching Reports

A great feature for agents that want to take their coaching to the next level