Introduction To Care - Training Course
1 Day CRM Training Course
Pre-requisites:
None
Duration:
9am - 5pm
Course Objective
This course is designed for new Care users. Participants will gain an understanding of basic Care functions and be able to confidently navigate Care while taking calls from consumers.
Course Outline
Start 9am
Entering and Saving Data: Navigating around the Incident Summary Screen
Morning Break: 0.5 hours
Behind The Buttons
● Navigation Menus
● Name & Address Screen
● Repeater Searching
● Follow-up Screen
Lunch: 0.75 hours
Correspondence and Follow up
● Letters & Tasks
● Letter & Task Processing
Afternoon Break: 0.5 hours
Other Care Functions
● Lab Processing
● Incident Costs
● Letters and Tasks
● Memo
● Email and Attachments
● Internet Contact Loader
● Browse Incidents
Finish 5pm
Learn about Advanced Care training
