
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.