Sales staff follow a series of selected lessons from the overall Interactive Training curriculum for the CoreBridge System.
Each lesson - with the corresponding, interactive guides in CoreBridge, and requirements - is outlined below. Completing this interactive training path as outlined is key to a successful implementation and GoLive!
Note: The Interactive portion of the training is contained within your CoreBridge system, rather than this article.
If you have 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.
Note: For a reminder on how to use the guides in CoreBridge, please see Interactive Guides—Getting Started.
Table of Contents
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
|
| Making Customers Inactive |
| Required |
|
Customer History
|
| Required
| 5
|
Lesson 2: The Building Blocks Of An Order
| Guide | ✔️ | Requirement | Time (min) |
| Building Blocks of an Order Overview - Video |
| Required | 2 |
Lesson 3: 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 4: 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
|
| Overview of Statuses |
|
| 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 5: 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
|
| How to Issue In-store Credit |
| Recommended | 5 |
Editing Completed or Closed Orders
|
| Optional
| 5
|
Lesson 6: Using Queues
Guide
| ✔
| Requirement
| Time (min)
|
|---|
How to Navigate Queues—Video
|
| Required
| 5
|
Using the Sales Queue
|
| Required
| 10
|
Lesson 7: Using the Customer Portal
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Enabling the Customer Portal
|
| Recommended
| 5
|
Customer Portal Overview—Video
|
| Recommended
| 3 |
| Approving Proofs in the Customer Portal - Video |
| Recommended | 2 |
| How to Make Payments in the Customer Portal - Video |
| Recommended | 2 |
Lesson 8: Alerts & Alert Subscriptions
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Adding Alerts
|
| Recommended
| 5
|
User Alert Subscriptions
|
| Recommended
| 5
|
Lesson 9: CRM
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Adding Contacts in CRM
|
| Recommended
| 5
|
Creating CRM Events
|
| Recommended
| 5
|
Customizing CRM Events
|
| Recommended
| 3
|
Lesson 10: Time Management
| Guide | ✔️ | Requirement | Time (min) |
| Time Clock |
| Recommended | 5 |
Lesson 11: Reports & Dashboards
Guide
| ✔
| Requirement
| Time (min)
|
|---|
Reports Navigation—Video
|
| Recommended
| 2
|
Company-wide Sales Reports
|
| Optional
| 5
|
Goals Reports
|
| Optional
| 3
|
Lesson 12: Daily Reconciliation
| Guide | ✔️ | Requirement | Time (min)
|
| Reconciliation Summary |
| Required | 5 |
| Correcting Out of Balance Transactions |
| Required | 5 |
Lesson 13: Destination Workflow
| Guide | ✔️ | Requirement | Time (min) |
| Destinations Overview - Video |
| Recommended | 3 |
| How to Create and Edit Destinations -Video |
| Recommended | 1 |
| How to Manage Destinations - Video |
| Recommended
| 1 |
| How to Manage Quantities - Video |
| Recommended
| 2 |
| Using XPS - Vido |
| Recommended
| 3 |
Lesson 14: Purchasing
| Guide | ✔ | Requirement | Time (min) |
|---|
| Creating Vendor Purchase Orders—Video |
| Recommended | 4 |
| Managing Purchase Orders |
| Recommended | 5 |
Note: You can attend as many Q&A Sessions as you would like. Or, contact support@corebridge.net with questions and to live chat with one of our team members.
