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ClientBase Browser - CBI Listing
 
Want to get the most out of your ClientBase Browser program? Below is a listing of all the available WebEx Recorded Trainings we currently offer. Clicking on the selected link launches a short recording you can watch and listen to at your leisure, (provided you have speakers); or by right clicking on the link, and saving the recording to your hard drive for future viewing. This list contains ALL of our available ClientBase Browser Webex Recorded Trainings, but check back often, as more will be added.

ATTENTION CLIENTBASE ONLINE USERS: The look may be a bit different, but these recordings will help you learn your new program too!

Click here to download the to WebEx Player to play the recordings (one-time installation):
WebEx Recorded Trainings:
1)
 ClientBase Browser Overview
2)
ClientBase Browser Client Profile Overview (Part 1)
3)
ClientBase Browser Client Profile Overview (Part 2)
4)
How to Create a New Profile in ClientBase Browser
5)
Using the Profile including Level 1 and Level 2 Queries
6)
Merge to PNR
7)
Creating PNR Entries in ClientBase Browser
8)
Activity Manager (Part 1) - Creating Notes, Mailers and Reminders
9)
Activity Manager (Part 2) - Level 1 & 2 Query and Agent's To-Do Lists
10)
Res Card Overview
11) How to Create an Invoice


5/07/08 11:03a by Jeanne
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