ClientBase Plus Classroom Training - Day 1

Overview of Main Screen: Use of Menu Items, Tool Bar, Query Filters, File Manager and Status Bar. Overview of Profile: Profile Header, Tool bar, Arrows, Indicator Icons, Control Buttons, Profile Tabs, User Defined Drop Down Fields. Overview of Main Screen: Use of Menu Items, Tool Bar, Query Filters, File Manager and Status Bar. Overview of Profile: Profile Header, Tool bar, Arrows, Indicator Icons, Control Buttons, Profile Tabs, User Defined Drop Down Fields. In-depth overview of Reminders and Activity Manager. A Day in the Life of An Agent. In-depth overview of 5 File Managers including Level 1, Level 2, Level 3 queries, how to save folders, how to use date formulas, and more. Overview of the ClientBase QuickStart Training Program. Introduction to ClientBase Plus's Best Marketing Practices.

ClientBase Plus Classroom Training - Day 2

Overview of Support and Training Tools. Basic Res Card instruction including: How to create Res Cards and use follow-up reminders for New Trip Inquiries. 5 Ways to Populate a Res Card with Booking Data. Overview of Itineraries, Invoicing, Trip Statements.

2/08/06 9:00a by Anthony