Topic: Main Checklists - Revision | CRM Checklist 001 | CN Training

CRM UAT Sandbox Username: cn-crm-test3@contactnorth.ca Password: glPlxeeBsIuNrMgXR41d Any questions? Email: crmtraining@contactnorth.ca

Main Checklists - Revision
- Registration Checklist
- 1. Registration Process - We Register the Client Page
- 2. Registration Process - We Do Not Register the Client Page
- 3. No Registration Process Page
- 4. Method to Generate and Confirm Registrations Page
- Individual Generated Registration Checklist
- Scenario 1: CN Staff Registered with Student Consent Page
- Scenario 2: Confirmed Client Registered/Started - Confirmation by Email Page
- Scenario 3: Confirmed Client Registered/Started - Confirmation by Social Media or Text Message Page
- Scenario 4: Confirmed Client Registered/Started - Confirmation in Person, by Phone or Virtually Page
- Non-Generated Registration Checklist
- 1. Confirmation of Registration Received by Email Page
- 2. Confirmation of Registration Received by Social Media or Text Message Page
- 3. Confirmation of Registration Received in Person, by Phone or Virtually Page
- Company Generated Registration Checklist
- 1. Registered with Consent Page
- 2. Confirmation by Email Page
- 3. Confirmation in Person, by Phone or Virtually Page
- 4. Confirmation by Social Media or Text Message Page
- 5. Confirmation by Shared File Page
- Consent Forms
- Consent Form - SignNow Page
- Understanding Consent Forms Page
- Consent Form Review Checklist Page