Progress: 19 of 30 Days

Day 19 Feature: Progress Report

Today you'll learn how to use Progress Reports inside CDM.

Progress Reports help you present customer activity and progress in a clear and organized format.

Why This Matters

Good communication keeps clients informed and cuts down on confusion.

Providing progress updates helps customers stay engaged and gives them visibility into the work being performed on their behalf.

Where to Click

This training will show you how to access and review Progress Reports within CDM.

You'll learn where progress information is displayed and how it can be used to communicate customer activity.

What To Do Inside CDM

Step 1: 

Open a Customer Progress Report

Navigate to a customer profile and locate the Progress Report section.

Review where customer progress information is stored and displayed.

Step 2: 

Review the Report Details

Examine the information included within the Progress Report.

Take note of the activity, dispute updates, and other progress details available for review.

Step 3: 

View the Report as a Customer Update Tool

Review how the Progress Report can be used to communicate customer activity and progress.

Become familiar with the information available when discussing customer updates.

Your Goal Today

Learn how to show client progress from inside CDM.

Need Help?

If you're unsure where to find Progress Reports or how they work, contact our Support Team for assistance.

• Click Here to Visit the Different Support Channels 

• Click Here to Join a Live Training Session

   

We're here to help you succeed.

Go to Next Action — Day 20: How to Use the Check New Updates ➡️