Compass Starter Course

As Compass Partners, we want you to easily navigate through our tools, and this course is all about that. We will go through walkthroughs for our Compass and Partner Portal, as well as AdInsights administrative processes.

Compass Starter Course

What can you expect from this course?

In this course, we explore the Compass and Partner Portal platforms along with various administrative processes within our AdInsights tool. We’ll be going over administrator user usage revolving around user management, proposal settings, importing client data in bulk, etc.
What can you expect from this course?

What You’ll Learn

  • Have guided access through our Compass and Partner Portal platforms.
  • Learn how to create and invite users to your Organization on AdInsights.
  • Manage team creation and sharing within the platform.
  • Build your Product Catalog through product creation.
  • Pack up product services by creating Product Groups.
  • Upload material to your Assets Library.
  • Set up Guest Audits and more!
Compass Starter Course

Compass Starter Course

  • Introduction Introduction
  • Compass Walkthrough Compass Walkthrough
  • Settings for Admin Users Settings for Admin Users
  • Create and Invite Users to your Organization Create and Invite Users to your Organization
  • Create Teams and Manage Sharing with Teams Create Teams and Manage Sharing with Teams
  • Create and Update Products Create and Update Products
  • Create and Modify Product Groups Create and Modify Product Groups
  • Add and Remove Material to your Assets Library Add and Remove Material to your Assets Library
  • Set up Guest Audits Set up Guest Audits
  • Add and Edit Industry Benchmarks Add and Edit Industry Benchmarks
  • Proposal Settings and Naming Conventions Proposal Settings and Naming Conventions
  • Updating Organization Settings Updating Organization Settings
  • Understanding Salesforce Integration Understanding Salesforce Integration
  • Understanding and Adding Organization Services Understanding and Adding Organization Services
  • How to Create Clients in Bulk How to Create Clients in Bulk
  • Collateral Library Walkthrough Collateral Library Walkthrough
Enroll to Compass Starter Course

Compass Starter Course

Related Courses

If you liked this course, we suggest you try out these courses, too!

WhiteShark Academy

Courses not found

Stay in touch with the latest PPC news and trends.