We have developed a series of helpful videos for our clients needing a quick refresher.
Video #1
This video goes over logging in to your Consultation Manager Account.
Video #2
This video goes over searching data in your Consultation Manager Account.
Video #3
This video goes over the available search views in your Consultation Manager Account
Video #4
This video goes over adding stakeholders to your Consultation Manager Account.
Video #5
This video goes over adding events to stakeholders in your Consultation Manager Account.
Video #6
This video goes over the general workflow when using your Consultation Manager Account.
Video #7
This video goes over using inbound email in your Consultation Manager Account.
Video #8
This video goes over reports in your Consultation Manager Account.
Video #9
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.
Please have a look at our helpful articles or reach out to our friendly support team at support@consultationmanager.com