Ready to embark on your learning journey? Explore our tailored collection of learning paths and take the first step towards mastering Engage. Whether you're a beginner, intermediate, or advanced user, there's a learning path designed just for you. Start your journey today and unlock your full potential with Engage.

Learning paths are curated routes designed to guide learners through a series of articles and videos customized to their skill level and learning objectives. These paths break down the learning process into manageable steps, providing a clear roadmap to follow from start to finish. These self-paced articles can be accessed at any time.

We are excited to introduce a series of learning paths tailored to help you become an Engage expert. Whether you're a novice eager to get started or a seasoned user looking to enhance your skills, our learning paths cater to all skill levels and learning preferences.

Beginner Path

Here you'll find an introduction to Engage. Get acquainted with the interface, basic features, and navigation. Then learn essential concepts such as Views, creating and editing Contact and Relationship Records, and creating Activities.

Intermediate Path

Now that you can enter and edit Records, it's time to dive into data review. This path is designed to dive deeper into the more advanced features of Dashboards, and working with Views to help you sort, filter, and understand your data. 

Advanced Path

Ready to become a power user? In this path, you will explore advanced features and functionality that allow you to integrate your email with Engage, track your prospects and sales cycle, use InTouch, and use the mobile app on the go. 

Administrator Path

Begin your journey as a system administrator here. This path will help you understand the basics of creating new users and access to Engage, bulk loading data, and customizing Engage for your firm.