Let’s take a deep dive into the process of sending and managing enquiry forms.
Key Training Areas:
· Adding new partner organisations
· Partner user management
· Form distribution
· Enquiry Overview
· Consolidation
· Enquiry form management
Who should attend:
This session is perfect for Admins who are already sending enquiry forms to partner organisations or those who are about to start the process.
Objectives:
- Be aware of the process for adding new partner organisations
- Know where to view all partner users and update details/level of access
- Know how to distribute forms to partners and use ‘Additional Questions’
- Understand the information on the Enquiry Overview tab
- Know how to use the Consolidation tab
- Understand how to leverage the enquiry form filter and Case Management tab to help you better manage your enquiry forms
