Course curriculum
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1
MODULE 1 - How Donaldson Approaches Customer Support
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2
Using the Phone Like a Pro
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3
Learning Management System Basics - Moodle (LMS 1)
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4
The CRM - Level 1
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5
The CRM - Level 2
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6
Know Your Product 1 - Louisiana Real Estate
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7
Donaldson Training Systems and On Demand Website
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8
Other Lessons for Donaldson Team Members
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9
Know Your Product 2 - LOUISIANA INSURANCE
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10
Special Skills - Working with Partners and Affiliates
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11
LEVEL 2 Customer Services (Intermediate LMS Training)
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12
Level 2 Training - NMLS Compliance and Mortgage
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Lesson 1: The Donaldson Service Expectation Module 1 - Quiz 1 Lesson 2: What is A++ Service Module 1 - Quiz 2 Lesson 3: Everyone is in Customer Service Module 2 - Quiz 3 Lesson 4: Do This on Every Call Module 1- Quiz 4 Lesson 5: 3 Principles of Customer Service Lesson 5-1: Speed Lesson 5-2: Positivity Lesson 5-3: Complete Module 1 - Quiz 5 Module 6: Know Your Role Module 1 - Quiz 6 Lesson 7: Service Tactics Module 1 - Quiz 7 -
(INTRO) How to Answer the Phone Telephone and Desk Etiquette Using the Phone - Intro Quiz The Power of Your Headset Using the Phone Quiz 1 Warm Call Transfers Using the Phone Quiz 2 Avoiding Placing Customers On Hold Using the Phone Quiz 3 Importance of the Mute Feature Using the Phone Quiz 4 How to Properly Screen Phone Calls Using the Phone Quiz 5 -
How to Recover a Lost Password LMS Basics Quiz 1 Student Support Basics - LMS Part 1 -
Pull Up the Profile for Current Customers on Every Call CRM Basics Quiz 1 Addding New CRM Entries for Prospects or Leads - EVERY TIME CRM Basics Quiz 2 Adding Notes to CRM for Every Event CRM Basics Quiz 3 Updating Email Address from Unmarketable to Marketable CRM Basics Quiz 4 Best Practices 1 - Collecting Complete Contact Information CRM Basics Quiz 5 -
Updating Email Address Status in CRM Copy of CRM Basics Quiz 4 CRM5 - Merging Duplicate Contacts CRM6 - Merging Duplicate Contacts with Multiple Email Addresses CRM7 - Duplicates Using Search and Combining Contact Information CRM Level 2 - Quiz 1 -
Introduction Types of Real Estate Licenses License Requirements LA Real Estate Quiz 1 How Donaldson Can Help Classroom Real Estate Courses (LA) Online Real Estate Courses (LA) Combination Real Estate Courses (LA) LA Real Estate Quiz 2 Education Once You Have a License Post-Licensing Course (LA) Continuing Education (LA) LA Real Estate Quiz 3 The 2020 LREC Continuing Education Requirements - A Breakdown Post-Licensing and CE for New Licensees (LA) LA Real Estate Quiz 4 -
How to Cancel a Subscription On Demand Platform - Quiz 1 -
Handling an LREC Audit Letter Learning Quiz 1 REFUND RETAKE AGREEMENT.pdf Refund Retake Program - Quiz 1 How To Handle Refund Requests How Donaldson Handles Refund Requests - Quiz 1 -
Louisiana Producer Licensing Basics Louisiana Insurance - Quiz 1 Louisiana Insurance Licensing Basics (Part 2) Louisiana Insurance - Quiz 2 -
Admin Basics - Home Inspection (Parts 1 and 2) -
Virtual Training Replay - Virtual Campus Overview and Student Support for IT (1) -
Working with the EMS Lesson 1 - Add courses and credit bank
Pricing options
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Free
Regular price