Portal training - Follow up

After the tech team completes a Portal training
They generate 2 x emails:

1st email is sent to the customer detailing:

• What was covered during the training session

• Any TODO's for either customer team or EBS

• The WE/YOU print Veonics icon cheat sheets

• YOU print success guide if applicable

• YOUTUBE links:
  https://www.youtube.com/watch?v=q_sXJ3HpEWM - How to reprint or request reprint
  https://www.youtube.com/watch?v=_fPSZO4-eTs - Importing and Exporting records out of the Veonics® Portal
  https://www.youtube.com/watch?v=7GSj06sgETY&t=5s - How to create and approve records and post orders
  
  
  

2nd email is sent to the sales team detailing:

• What was covered during the training session

• Any TODO's for either customer team or EBS

• Mark training + printer installation + Portal to-do's are completed
  Portal to-do's can include:
  Standing up the Org, record setups, card groups and designs
  Adding users
  Creating catalogs
  Setting up Cellfie notification and verbiage
  VPQM setup if needed (Download, creating stations and queues)