Team training

Chris Horroll
Chris Horroll
  • Updated

wcbfti All users who are moving to Alto from any crm other than Jupix.png

When onboarding with Alto, during your Onboarding kick off call, your Onboarding Coordinator will discuss your training journey. (Please refer back to your Alto hub as required)

Your training journey consists of free, self-paced digital learning via Alto Academy, and Trainer Q&A sessions with one of our expert Software Trainers, to spend on topics of your choice.

Alto Academy training

 Note

It’s essential that your team complete their Alto Academy training prior to the Alto Activation

Alto Academy is your go-to platform for free, self-paced training. Whether you're a new starter or an experienced user, it covers all aspects of Alto, from initial setup and getting your first property uploaded, to running your client account or adapting your letter templates.


Alto Academy brings together:

  • Bite-sized, skill-based content - short lessons, each taking no more than 3-5 minutes, so you can learn exactly what you need, when you need it, and search for anything, anytime
  • Learning pathways - a structured, step-by-step route through the content for your role (Sales, Lettings, Managers, or Accounts), each one a Quickstart Pathway to get you up and running quickly
  • Managers have access to easy to read metrics and insights into their team's learning journey and performance. No need for complex reports or manual checks
  • Webinar recordings - a growing catalogue of Alto Bitesize sessions you can watch back at any time, with supplementary content alongside each one
  • Ask Alto - natural language search that surfaces answers from Alto Academy, the Help Centre, and the Alto website all at once

Other features include personalised suggestions so the content fits you, as well as social features that keep you connected with colleagues and other agencies.

What would I like to learn?

Alto Academy is built around short courses focused on individual skills or processes, so you won't find any long modules you have to complete. Your homepage recommends content based on your role, so it's entirely up to you what you choose to learn.

You can also look for specific content using the search, or via the tabs.

Follow a learning pathway

New to Alto or brushing up? A learning pathway combines short lessons into one structured route for your role, each one a Quickstart Pathway to get you up to speed without picking and choosing where to start. Explore them all on the Alto Academy learning pathways page.


In addition to the above, you also have access to the Alto Help Centre at any time to search for information.

Should you have any queries, you can email us at altoacademy@altosoftware.co.uk.
For more information on Alto Academy, including FAQs, click here.

Viewing the progress of your team (as a manager)

As a manager, you can see the progress of your team members from the Team Dashboard area.

  1. Click Insights
  2. Click Team Dashboard

The Team Dashboard gives you actionable insights into your team's learning journey. You can track individual and team progress against assigned learning, analyse customisable metrics, and spot engagement trends. It includes tabs for assigned learning, completions, badges, people, pathways, events, and attempts, giving a comprehensive view of overdue learning, completion rates, event attendance, and more.

Trainer Q&A sessions

Your Trainer Q&A sessions can be booked to suit you - you might prefer to have the sessions shortly after the live migration, or you might want to spend time using Alto before collating questions and topics you’d like to cover.

Your Onboarding Coordinator will update your Alto hub, providing links to book the sessions.

 Did you know...

Once you've completed your academy training and utilised your Trainer Q&A sessions provided with Onboarding, additional live training is available if you feel you'd benefit from it. 

We offer live training covering all aspects of Alto - the details of which can be found via the links, along with booking options:

Was this article helpful?

0 out of 0 found this helpful

Can't find what you're looking for?Contact support