Train the client
What you will achieve
Everyone on the client's team knows how to use what concerns them.
Step by step
| Role | What they need to know how to do | Material |
|---|---|---|
| Everyone | Sign in, find their way around, search, notifications, assistant and requesting support. | Getting started, AI assistant |
| Owner / Admin | Team and roles, settings, checklist, billing, importing data. | Team, Settings, Workspace checklist, Imports |
| Seller | Work leads, quote, send, follow up and close; launch prospecting campaigns. | Sales pipeline, Quotations, Prospecting campaigns |
| Customer service staff | Take over conversations, tickets and appointments. | Conversations, Tickets, Calendar and appointments |
| Technical Support Assistant | Tickets: change status, emails and notes. | Tickets |
| Social Media | Contacts, lists, tags and segments. | Contacts |
tip
The in-app assistant answers from this same documentation: after the training, usage questions can be asked there.
How to verify
Each person completes a real task for their role (for example, a seller sends a test quote).