Customer Support

Onboarding

• Helping Customers with Quick Fixes
• Schmoozing 101

FAQ

• What Topics Does This Training Cover?
• What Standards Does This Training Cover?
• What Products do We Offer?
• Question of the Day

General Helps

• Responding to Customer Reviews
• Online Group Training
• Accessing SCORM Packages
• Resetting Expired Courses
• Booking Onsite Training
• Discount Guide

Guides

• Fulfilling Orders
• General Order Fulfillment Guide
• Making Them Pay.....an Overdue Invoice
• Sending Large Files in Hightail

Agent Workspace

• Chatting Away on Zendesk
• Managing Tickets in Zendesk
• Managing the Phone in Zendesk
• Creating Macros in Zendesk
• Useful Macros

Branch Request

• Creating a Branch in Talent
• Adding Courses to a Branch in Talent
• Creating a Branch Manager
• Add Users to the Branch
• Users to Courses

QuickBooks

• Useful Reports in QuickBooks
• Managing Customers on QuickBooks
• Assigned - Invoicing a Branch
• Adding a Stripe Deposit