Training Task Group 17 - darwin Cloud for Agents
When training on darwin.Cloud for Agents, since there is not really data entry to do, follow along with these training tasks "as if" you were an agent. So you can become familiar with that the agent experience is like. Remember, when done testing to reset the agents password so the agent has the opportunity to change it to whatever they want.
In darwin.Cloud, Agents can monitor their personal performance and set Goals for themselves. They can also review their Transactions, pay their Office bill, run Reports on themselves and even download important office forms that you make availabl
Recorded and written instruction for each Training Task in Group 17 - darwin Cloud for Agents are found below.
________________________________________________________________________________
- 17.11 Login to darwin.Cloud for Agents without using 2 factor authentication
________________________________________________________________________________
- 17.12 Login to darwin.Cloud for Agents using 2 factor authentication
________________________________________________________________________________
- 17.13 Reset your login password
________________________________________________________________________________
- 17.14 Navigating the home screen in darwin.Cloud for Agents
________________________________________________________________________________
- 17.15 Set you Agent goals for this year
________________________________________________________________________________
- 17.16 Agents print their own 1099 in darwin.Cloud
________________________________________________________________________________
17.17 Agent email campaign history
________________________________________________________________________________
17.18 Agent Bill payments in darwin.Cloud
________________________________________________________________________________
17.19 Office forms for Agents
________________________________________________________________________________
17.20 Setup Agents Dashboard Totals
________________________________________________________________________________
- 16.18 Add a custom total to a report
________________________________________________________________________________
- 16.19 Run Last Launched Report
________________________________________________________________________________
- 17.25 Give a custom report to Agent Role - Administrator Only
________________________________________________________________________________
Articles from the darwin Manual: