This learning track provides sales staff members and sales managers with the core knowledge required to use Applied Epic as part of everyday sales activities.

It is recommended that you review the General Foundation Courses before taking any courses that apply to your particular position. At minimum, each individual should take ESG100 Home Base, ESG200 Activities, ESG300 Attachments, and ESG500 Accounts and Contacts. If your organization utilizes myEpic, ESG400 myEpic Servicing is also recommended.

Click the link to review a comprehensive list of all Applied Epic live courses courses as well as the dates and times that each course is offered with a live Product Instructor. Applied University recommends that all courses be taken live, where available, allowing you to interact in the session and ask any questions you may have.

All courses are available as recorded sessions that can be taken at any time to accommodate your schedule. When taking a recorded course, please take notes and bring any questions to Office Hours where a live instructor will be available to answer your questions. Office Hours are held daily Monday through Friday from 8:30 AM - 9:30 AM CT, and from 3:30 PM - 4:30 PM CT.

All times listed in Applied University and on the training schedule are Central Time.

If a live course (excluding Office Hours) has no registrants 24 hours prior to the start of the session, registration will be closed.

  • These are the courses for the Sales learning track:

  • Course # Course Name Objectives Live Recorded Time Materials
    Home Base
    Navigate Home Base
    Locate Accounts in Epic
    View Client Detail
    Customize and Filter Lists
    Utilize the Help File and Online Chat
    Register  Launch 48 PDF
    Identify the need for activities
    Access activities throughout Applied Epic
    Determine if an Activity Needs to be Logged
    Add an activity
    Manage Activities Through Notes and Further Actions
    Register  Launch 47 PDF
    Insert Files and Emails
    Utilize Scanning Options
    Customize the Attachments List
    Register  Launch 59 PDF
    Introduction to the Distribution Manager
    Understand Distribution Manager
    Use the Common Distribution Manager Features
      Launch 18  
    myEpic Servicing
    Using myEpic Workflows
    Suspending and Discontinuing myEpic Workflows
    Register  Launch 21 PDF
    Accounts & Contacts
    Add a Client Account
    Manage a Client's Contact Record
    Change Client Account Status and Client Type
    Register  Launch 42 PDF
    Sales Servicing - Do the Work
    Add Opportunities
    Manage Opportunities
    Integrate with Applied Mobile
    Launch 48 PDF
Interactive Tutorials