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Training Videos
We have developed a series of helpful videos for our clients needing a quick refresher.
Video #1
Logging In
This video goes over logging in to your Consultation Manager Account.
Video #2
Searching Your Data
This video goes over searching data in your Consultation Manager Account.
Video #3
Search Views
This video goes over the available search views in your Consultation Manager Account
Video #4
Adding Stakeholders
This video goes over adding stakeholders to your Consultation Manager Account.
Video #5
Adding Events To Stakeholders
This video goes over adding events to stakeholders in your Consultation Manager Account.
Video #6
General Workflow
This video goes over the general workflow when using your Consultation Manager Account.
Video #7
Inbound Email
This video goes over using inbound email in your Consultation Manager Account.
Video #8
Reporting Overview
This video goes over reports in your Consultation Manager Account.
Video #9
Actions Overview
In this video, we will be looking at Actions – specifically, we will go through how to enter an action, how to find actions assigned to you and finally, how to resolve an action.