CRM UAT Sandbox Username: cn-crm-test3@contactnorth.ca Password: glPlxeeBsIuNrMgXR41d Any questions? Email: crmtraining@contactnorth.ca
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CRM Checklist 001
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1. Registration Process - We Register the Client
2. Registration Process - We Do Not Register the Client
3. No Registration Process
4. Method to Generate and Confirm Registrations
Scenario 1: CN Staff Registered with Student Consent
Scenario 2: Confirmed Client Registered/Started - Confirmation by Email
Scenario 3: Confirmed Client Registered/Started - Confirmation by Social Media or Text Message
Scenario 4: Confirmed Client Registered/Started - Confirmation in Person, by Phone or Virtually
1. Confirmation of Registration Received by Email
2. Confirmation of Registration Received by Social Media or Text Message
3. Confirmation of Registration Received in Person, by Phone or Virtually
1. Registered with Consent
2. Confirmation by Email
3. Confirmation in Person, by Phone or Virtually
4. Confirmation by Social Media or Text Message
5. Confirmation by Shared File
Consent Form - SignNow
Understanding Consent Forms
Consent Form Review Checklist
1. Registration Process - We Register the Client ►