Manager - Preparing for the day

Lots of Expert Agent members set their systems up when they first join us, yet as their knowledge of the system grows and their job role changes/develops forget to tailor things further so that the system is continuing to meet their needs. Having the basics set up in Expert Agent correctly can make a huge difference.  As a Manager, you will probably want to ensure the system is setup to give a general overview of how the business is performing.

The items we will focus on are:

Manager - Homepage

Manager - Dashboards & Right Tool Bar

Manager - Grids for Reporting