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02. Getting Started with Vantaca

Managers: Work Flows and Outbound Communications (103)


Description
This course will show managers how to use the Action Items and Vantaca concepts that they'll need on a regular basis.
Content
  • Broadcast Emails
  • Using the Broadcast Email Action Item
  • Bulk Creating Action Items
  • Bulk Stepping Action Items
  • Work Orders - 1: How are Work Orders Created?
  • Work Orders - 2: The Process
  • Work Orders - 3: Reporting
  • Activity - Stepping a Work Order
  • Creating Broadcast Emails using Homeowner Tags
Completion rules
  • All units must be completed