Vidcalls Advisor Onboarding
Welcome to Vidcalls. This tutorial will show you how to register for Vidcalls so as a Sales Rep, you can accept face-to-face customer inquiries right from your computer or hand held device.
If you are a Sales Rep, we’ll refer to you as an Advisor throughout this tutorial. Keep in mind, your Administrator can customize your Vidcalls interface so although we call you an Advisor, your Administrator may refer to you as Sales Rep, Team Member or something else. Regardless, the steps for set up are the same.
If you’re an Admin, you can follow this same tutorial to register your Sales Reps for them. You’ll just need to provide them with their login details once finished.
From top to bottom, click on each tab to the left (on desktop) or below (on mobile), starting with REGISTER.