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Symplast Internal Training

Client Services - Standard Operating Procedures


Description
Client Services - Standard Operating Procedures
Content
  • Client Services
  • CS Tools for New Hires
  • Client Services Slack Channel Communication - PDF
  • Symplast Email Signature Generator
  • Symplast Employee Backgrounds, Signature & Letterhead
  • Microsoft Outlook MacOS Edit Calendar View Permissions - PDF
  • OutlookWeb Edit Calendar Sharing Permissions - PDF
  • CSM - Standard Operating Procedures
  • SOP - Existing Customer Training
  • How to Add a User to Talent LMS
  • Adding a New TalentLMS User to Branch/Group/Syncing Courses
  • Symplast University Courses Given to Clients During Onboarding
  • Welcome to Symplast University email for clients - example
  • CSR - Standard Operating Procedures
  • Engaging a CSR in Real Time for a Meeting
  • Salesforce Case Reasons Definition
  • Symplast Huddle Room Process - PDF
  • Handling Salesforce Cases
  • Handling Azure Work Items (Tickets)
  • Requesting New Chippers from Simpay - PDF
  • PM - Standard Operating Procedures
  • SOP - Existing Customer Training
  • How to Add a User to Talent LMS
  • Adding a New TalentLMS User to Branch/Group/Syncing Courses
  • Symplast University Courses Given to Clients During Onboarding
  • TalentLMS upload scripts - PDF
  • PST - Standard Operating Procedures
  • PST Links to Bookmark
  • SOP - Existing Customer Training
  • How to Add a User to Talent LMS
  • Adding a New TalentLMS User to Branch/Group/Syncing Courses
  • Symplast University Courses Given to Clients During Onboarding
  • Welcome to Symplast University email for clients - example
  • Reporting SymplastU Practice Progress
  • How to Log a Call in Salesforce
  • How To Log a Training in Churnzero
  • How to Send Follow-Up Email Through Rocketlane
  • Follow Up Emails for Training Sessions
Completion rules
  • All units must be completed