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.


    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

Recommended
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