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Training Request Form

Summary

Summary

Revenues & Benefits: Contact Manager – Live Training

Those interested in attending should complete the training request form.

Duration: 1 Day

Key Topics

  • Confident navigation of the Contact Manager interface
  • Creation and maintenance of customer records
  • Accurate logging of interactions and cases
  • Effective use of search tools and filters
  • Understanding workflows and task allocation
  • Data quality standards and GDPR compliance
  • Resolution of common user issues

Audience

  • System Administrators
  • Revenues & Benefits Officers
  • New starters and refresher learners
  • Digital Services / ICT Support
  • Super Users

Outcome

  • Participants will understand the purpose of Contact Manager, how it supports end to end customer journeys, and how it integrates with related systems such as CRM and back office applications.