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MDR New Hire Training

MDR role-specific training covers essential tools, communication tips, sales processes, and resources to help you connect with merchants, manage leads, and navigate systems like Salesforce, Slack, Asana, and more with confidence.

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Onboarding Bundles

These are all the relevant courses for your role.

  • All Courses, MDR Team

    Course 1- Foundational Knowledge for MDR's

    Course

    Introduces our Ideal Customer Profile (ICP), common logistics terms, and key industry knowledge to help MDRs speak confidently with leads and identify qualified opportunities.

  • All Courses, MDR Team

    Course 2- MDR Technology Stack

    Course

    The tech stack curriculum covers essential tools like Google Workspace, Slack, Asana, Salesforce, Aircall, Calendly, and Warmly—helping MRRs communicate, organize, and collaborate efficiently across teams and time zones.

  • All Courses, MDR Team

    Course 3- MDR Reference Tools

    Course

    Explore HelpDocs, Marketing Quick Links, and our Website to find internal SOPs, branding assets, sales decks, case studies, and key tools. This course shows you where to find and how to use each one to stay efficient and on-brand.

  • All Courses, MDR Team

    Course 4- MDR Workflow

    Course

    Understand the daily workflow of an MDR, including task management, lead follow-up, discovery calls, and how to structure your day for efficiency and success in converting leads to qualified opportunities.

  • All Courses, MDR Team

    Course 5- Salesforce for MDR

    Course

    Learn how to navigate Salesforce as an MDR, including generating leads, updating lead status, managing tasks, using dashboards, and tracking performance to stay organized and drive conversions.

  • All Courses, Revenue Training

    Rules Of Engagement Quiz

    Course
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