You may want to use one or all of these Knowledge Base articles below to help you learn how to document and manage your contact record forms, and to help you develop processes to train your users to follow. Please sign into iCarol before selecting ...
During this training participants will learn: What is the Help Center Support Tickets Knowledge Base and Training Plans Community Additional Support Options
During this training participants will learn how to navigate the iCarol Help Center to promote self-guided learning and conversations with the iCarol team and other customers. We will discuss: Finding training materials using the Knowledge Base ...
During this training, participants will learn: how a help seeker starts a chat or SMS/Text conversation how a Vols-Staff person assumes a conversation how to interact with a help seeker during a conversation how to log the conversation in the contact ...
During this training, participants will learn about: what details are available on the main Contacts page logging interactions in contact forms making referrals from a contact form noting needs and unmet needs follow-ups surveys outbound calls caller ...