Customer Service Training Day 1

In this course we will be going over the History of the company, Our Teams, Who our Team Leaders are, Our Brands(Websites) & The Channels we use.
We will also dive into our first system, our CRM. We will first go over how to create Dashlets and Tabs which will help you organize your day.
We then will cover a few basics such as, How to look up a customer, How to create a profile & How to assign a representative to that profile/task/lead.

Private Course

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Responsible	Justine Morrison
Last Update	01/04/2024
Completion Time	4 hours 19 minutes
Members	10

Course
Reviews

- Management Team!
- Tent and Table History
  
  Preview
- Purpose and Core Values
  
  Preview
- Lets set up your logins!
- Who we are
- How to give good customer service! #1
- How to give good customer service! #2
- How to give good customer service! #3
- Order Numbers!
- Shipping Companies!
- Meetings/Huddle Information
- Communication with employees
- CRM Introduction
- CRM - How to search for a customer
- CRM - Customer Profile / 360 Profile
- How to create a profile
- Calls,Tasks,Leads,Notes & Emails
- How to get to your google calendar.
- Basic CRM Navigation
- Yotpo Moderation Training with Colleen