Training session for the branch and credit-control teams

Hi Tariq, Following our last call, I would like to get the first training sessions into the diary. As we discussed, the plan is to start with the credit-control team and then the key-account team, and bring the branch staff in afterwards once the first two groups are comfortable. To set this up I need three things from you: - the names of the people in credit control who should attend the first session - a day that works for them, ideally not at month end - whether you want the session run on site or remotely Your contract covers 200 licensed users, so there is plenty of room to roll this out in stages, and we do not need to hold anyone back for licence reasons. No rush on the whole list. Even the day and the format would let me start planning. Kind regards, Laura Implementation Consultant, BB-Demo

Hi Laura, Sorry for the slow reply. The CRM release ran on longer than planned and this slipped. Partial answer for now. Remote works best for the first session, because the credit-control team is spread across a few offices and I would rather not pull them into one place. I would avoid the last few days of the month, as you suggested. I do not yet have the final list of names. I need to check with the head of credit control, who is away until the end of this week. I will send the names as soon as I have them rather than give you a list I might have to correct. I will also check the load log from last night before the session, so that if anyone asks why a figure looks different from the branch system, we have already looked at what loaded. Cheers, Tariq