Course curriculum

  1. 1

    • Adding New Admin Accounts

    • Admin Shop Review

    • Bulk Location Updates

    • Classic Reports You Should Know

    • Client Manager Password Resets

    • Client Offboarding

    • Coverage Analysis

    • Enable Photo DNA

    • Export Shoppers Using ESP Filters

    • Goalz With Friend - Share Shop Status Info With Collaboration Partners

    • Generate a Timeline chart for a job

    • Hot Alert Triggers - Create Custom Emails for your Clients

    • Micro Reports

    • Mock Survey Setup

    • Request Banner Limit Update

    • SASSIE STATUS BREAKDOWN

    • Shop Tracker Export (Frank Data)

    • Special Excluded Status Tracking

    • Update to Recent Evaluations Widget
  2. 2

    • Export Shop Data for a Single Survey

    • Export Shop Data for Multiple Surveys

    • Export Shopper Counts By Zip

    • Export Locations - Standard Export

    • Export Locations for Reimport

    • Export Shoppers
  3. 3

    • Creating a Test Shop

    • How to Login as a Client Manager-(Check Dragon and Location Access)

    • How to Login as a Shopper

    • How to Edit a Single Location

    • How to Login to UAT (User Acceptance testing)

    • How to Fix a Bad Geocode (Sassie)
  4. 4

    • Admin Shop Log

    • Scheduler Shop Log

    • Urgent Log

    • Find Shoppers

    • Create Routes
  5. 5

    • Admin Tasks FInal Exam