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Notes and Scripts Baby

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Norm Rasmussen
2023-01-11 17:11:42 -05:00
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TodoList.md
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@ -3,26 +3,14 @@
TODO: Work with Tracy to create a Confluence Document Illustrating the different Manager Permissions and what the app looks like with those permissions.
TODO: Get Chris to create Tracy's Dashboard in Hubspot.
TODO: Train Courtney on: Automation, Apps, Analytics, Templates & Design
TODO: Intro Tracy to new clients (see Tracy's slack)
For Courtney, Training Sessions on:
Customer Health Score:
* Templates & Designs & Automation
* In-built Properties and Custom Properties
* Add-ons
* Usage Data is the most important part
Admin Stuff, access:
* Courtney:
* Looker
* Admin
* Gong
* Master Data Email
* Tracy:
* Looker
* Gong
* Air Call
* Hubspot
More items:
Ticket etiquette
* Last Seen
* No Course in last 3 months
* No newly activated learners
* New Admins
* ,fe