This training will help users learn the basics for using Compass. This course will cover the following topics:
- Getting to know your Dashboard: What are widgets and which do I need?
- Navigation: What do all these buttons do?
- Customer Records: Searching, finding, creating and understanding the customer record.
- Scheduling a Visit: Covers the 3 methods for scheduling a visit and the pros and cons of each
- Reviewing the Visit Page: How to navigate and utilize the “Visit Details Page”