Page 8 - Administration Training Manual - 181019

Ulpan-Or:

Administration Training Guide

CRM:

Part 1: https://vimeo.com/364577897
Part 2: https://vimeo.com/364586227
Part 3: https://vimeo.com/364586138
Part 4: https://vimeo.com/364592481
Part 5: https://vimeo.com/364593258

CRM:

1) Write if student is New (or relevant status, returning, etc) and who sold course
in CRM

2) Doublecheck student in Monday- if price in Monday doesn’t match in CRM-
we have to ask whoever charged them via Monday (get in touch via thought
bubble) how they got amount (we have to charge what was quoted to them as
is appears in Monday (let sales know even if it’s a dollar off)

3) Custom Fields→ choose who sold course and where it was sold to → SAVE!
4) Click General tab→ select his name→ change country to Israel to charge

Vat→ SAVE
5) Then from same screen go to Orders
6) Select your order

a) add notes if necessary (if there’s a discount or if it’s a bank transfer in
ILS)

b) if there is a bank transfer, open a new tab→ bookmark BOI/ check
what rate is today→ in notes in CRM add BOI = Exact amount (take
price multiplied by exchange rate- price is in ILS= Amount including
VAT) and add what price is with exchange rate (by using a calculator)

c) Save if you added notes
7) Add Order Item

a) Product- Name of Course
b) Don’t put type
c) Item Name (ex: Tamar TLV 5% Discount)
d) Item Description- leave blank
e) Quantity- leave as 1
f) Price/Unit (if he’s getting discount (which is indicated in Monday), then

Price multiplied by .95
g) Cost/Unit- leave as 0.00
h) Notes- if relevant put discount, bank transfer in ILS or dollars (all bank

transfers also have $30 fee)
i) always ask sales if they informed student of bank transfer fee
(via Monday or send email)

i) SAVE!
8) Calculate tax (under Order Items)

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