Page 10 - Administration Training Manual - 181019
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Ulpan-Or:
Administration Training Guide
In CRM for checks:
Put Bank name, check #, date on check, and amount in ILS. Make a copy of the
check, put copy with original into safe and send email to finance department so they can get
it signed and ready for deposit.
In CRM for bank transfers:
Put amount received (shekels or dollars--if there was a fee remember to include
that), date received by bank, Which bank and if it’s international or merkaz. If it was put in
the dollar account or the shekel account (will have שקליif shekels).
Q: Please create an account for yourself in CRM.
Make sure to add the eBooks into your account (tags) and to set up a password for
yourself under "upcoming/recent course" tab
● Sit next to one of our sales staff and create an order under your account.
**Make sure to delete this order after the exercise.
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