Course curriculum
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1
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Course Overview
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What is FluidTasks Customer Centre
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Knowledge Test
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2
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Lesson Overview
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Customer Data LifeCycle
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How to create a new customer record
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How to search and update a customer record
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How to delete a customer record
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Summary
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Give it a try
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Knowledge Test
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3
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Lesson Overview
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What is KYC?
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How to add a KYC
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How to delete KYC
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Summary
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Knowledge Test
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4
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Lesson Overview
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How to send a message or email to customers
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Demo
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Summary
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Knowledge Test
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5
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Lesson Overview
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How to use the Fluidtasks Analytics Dashboard
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Demo
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Summary
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Knowledge Test
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6
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Why is accurate and complete customer data important?
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How to ensure that your customer data is accurate and complete
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