Customer Service
Sort
Contains all the procedures related to customer service e.g. Orders, Artwork, Live Chat, Editing Customers, Credit Control etc.
Tawk (Live Chat)
Order Management
Overviews the procedures for creating, editing, tracking and canceling orders
Customer Management
Overviews the procedures for creating, disabling, merging, finding and editing Companies & their associated Contacts
Credit Control Process
Artwork Management
Managing Couriers
Blast Off - Sensory Paths/Pathways
Programs in North America (#Don’t Walk in the Hallway) have found that by encouraging active movement within school buildings, ...
Flags
Quotation Management
Suppliers
Complaint Procedure
Procedure, Requirements, email response templates
Generic Questions
Training Guide
Label Printing from the CRM
This is for printing labels for mailers from the CRM. To be used when brochures are to be dispatched to new onboarding or othe...