Onboarding

Introductory


Description Type
Last Edit
 Status  Notes

 Introductory video
Video     A quick tour of CFA customer systems

 Overview chart
Diagram     Showing the main systems and what they do
   CFA Staff Support
Video
    How to find the support information you need

 Netforum Video     General Introduction to Netforum

  Procedures library
    Standard Operations in netforum eg: How to enter a contact etc;

 Salesforce Video     General introduction to salesforce
    Procedures library
    Standard operations in Salesforce

Media

Description Type
Last Edit
 Status  Notes

Introductory video

Video     A quick tour of Media Processes
 

Diagram

 

    High level overview of Media Processes
  Website    

See the key Media Properties Publications online

 

Understand Dashboards and Reports

Video

 

    Introduction to Media Dashboards and Reports

How to find Dashboards and Reports

Short Cut

 

    Index of Media Dashboards and Reports

How to find Procedures

Short Cut

 

    Complete list of Media Procedures

Media Sales Process

Library Entry

 

    Several documents outlining the key processes

Media Products and product Families

Library Entry
    How Media Product Families relate to financial reports

How to create a Media Sales Opportunity
 

Video

 

    How a Media order is setup and closed (won)

Library Entry

 

    Procedure for setting up and winning a media order

What to do after the order is won

 

Video

 

   

What happens after the order is won

 

Library Entry

may include video

 

   

Procedure for managing media orders post-close

Redistributing Media orders to the correct month

Entering TSL Express Dates

Invoice Matching

Video

 

    How to match invoices to orders each month
 

Library Entry

 

   

Procedure for matching invoices

 

Quality Control
       


Membership

Description Type
Last Edit
 Status  Notes

Overview of Renewal Process

Diagram
    Diagram outlining renewal process