Overview
Sales staff follow a series of selected lessons from the overall Interactive Training curriculum for the CoreBridge Management System.
Each lesson with the corresponding interactive guides in CoreBridge (the interactive part is in your CoreBridge system, not in this article) and requirements are outlined below. Completing this interactive training path will help sales staff quickly gain an understanding of the CoreBridge system and start entering estimates and orders.
We know it's going to be a lot of information. So if you have any questions at any point or would like to meet with one of our trainers simply click this link to schedule a time to join one of our regularly scheduled Q&A Sessions to get all your questions answered.
IMPORTANT: For a reminder on how to use the guides in CoreBridge, please review the Interactive Guides—Getting Started article.
You may wish to print out this article to use as a handy checklist for charting your training progress.
Lesson 1: Customer Management
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Entering a New Customer
|
| Required
| 5
|
Customer Information Page
|
| Recommended
| 5
|
Customer Settings
|
| Recommended
| 5
|
Adding a New Contact to a Company
|
| Required
| 5
|
Customer History
|
| Required
| 5
|
Lesson 2: Parts, Pricing & Quick Products in Order Entry
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Basics of Order Entry
|
| Required
| 15
|
Entering a Product with Multiple Parts
|
| Required
| 10
|
Grouping Parts—Video
|
| Recommended
| 3
|
Switching Parts
|
| Recommended
| 3
|
Creating and Editing Quick Products
|
| Recommended
| 10
|
Using Quick Products
|
| Recommended
| 3
|
Overriding Part Price
|
| Optional
| 5
|
Marking a Product as Vended
|
| Optional
| 5
|
Lesson 3: Using Estimates & Orders
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Entering Estimates—Video
|
| Required
| 10
|
Estimate View and Delivery
|
| Required
| 5
|
Searching for Estimates
|
| Required
| 5
|
Searching for Orders
|
| Required
| 5
|
Order View and History
|
| Required
| 5
|
| Product View Page |
| Recommended
| 5 |
How to Upload a Product Proof
|
| Optional | 5 |
Order and Estimate Drafts–Video
|
| Recommended
| 1
|
Lesson 4: Payments, Refunds, & In-Store Credit
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Order Restrictions and Product Status Overrides
|
| Recommended
| 5
|
Entering Payments from Orders
|
| Recommended
| 3
|
Entering Multi-payments and Overpayments
|
| Optional
| 5
|
Entering Refunds
|
| Optional
| 3
|
Editing a Payment on a WIP or Built Order
|
| Optional
| 5
|
Editing Completed or Closed Orders
|
| Optional
| 5
|
Lesson 5: Using Queues
Guide
| ✔
| Requirement
| Time (min)
|
|---|
How to Navigate Queues—Video
|
| Required
| 5
|
Using the Sales Queue
|
| Required
| 10
|
Using the Design Queue
|
| Optional
| 5
|
Using the Production Queue
|
| Optional
| 5
|
Lesson 6: Using the Customer Portal
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Enabling the Customer Portal
|
| Recommended
| 5
|
Customer Portal Overview—Video
|
| Recommended
| 3 |
Lesson 7: Alerts & Alert Subscriptions
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Adding Alerts
|
| Recommended
| 5
|
User Alert Subscriptions
|
| Recommended
| 5
|
Lesson 8: CRM
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Adding Contacts in CRM
|
| Recommended
| 5
|
Creating CRM Events
|
| Recommended
| 5
|
Customizing CRM Events
|
| Recommended
| 3
|
Lesson 9: Reports, Dashboards & Misc.
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Reports Navigation—Video
|
| Recommended
| 2
|
| Time Clock |
| Recommended
| 3 |
Company-wide Sales Reports
|
| Optional
| 5
|
Goals Reports
|
| Optional
| 3
|
Reminder you can attend as many Q&A Sessions as you want here. Or reach out to support@corebridge.net with any of your questions and to live chat with one of our team members.
