Step #2 & #4 are most difficult! The SPEED rules are available on this page, and be sure to read through ALL the instructions!
Thank you for registering
for the Workshop!
Please watch this brief video for more details on the class.
Below are a few easy steps to complete in preparation for the class.
Step #1: Disclaimers (1 Minute – Everyone)
Step #2: Outlook Folders
(5-15 minutes – Agent Only)
- New Customer
Please set up these rules prior to class on your own – the video to the right walks you through the process.
Steps (You MUST use Chrome to Download the rules from this site, or save the attachment from your confirmation email to your desktop):
- Right Click Button Below
- Choose “Save Link As”
- Download the Outlook rules to your desktop.
**If you cannot get the rules to work on your own, please send us an email with screenshots of your issue.
There is NO support from our team after the class for setting up these rules.
Only the agent needs to complete this step. Fill out the form at the bottom of this page to test out your Rules.
Step #3: Email Redirects (2-5 Minutes – Agent Only)
Contact MySFDomain (or your website provider) atto create 2 email addresses:
You can also do this by yourself by going to www.mysfdomain.com from your workstation. On the left hand side, choose Email, and then add these new emails in the center section. Make both of these email addresses go to the agent’s email address. We will cover the reason behind this process during class.
** Like all redirects, these will not work internally. They only work if you send email to them from an outside email service such as Gmail, Yahoo, Hotmail, etc.
Only the agent can complete this step. Fill out the form at the bottom of this page
to test out your new Redirects and Outlook Rules.
Step #4: ECRM List Views
(5-15 Minutes – Agent + BOD Person)
Step #5: Review Top 10 Tech Tips
Go to this page and review the Technology Tips! We have guided videos for you to follow along. We will go over these tips during the class, although we don’t want anyone to get left behind! In fact, you can skip the last hour of class if you follow the videos ahead of time.
Review these Tech Tips, and save any questions you have for Q&A during the class.
If you need to add, change, or remove a person
from the class, please notify us.
Test out your Rules & Redirects
Copyright © 2016-2020 Sean Morton
State Farm has not reviewed or approved this material, and neither supports or endorses the material presented.
Additionally, State Farm makes no warranty regarding the accuracy or usability of the information contained in the presentation.