- Direct them to the FullCircl URL for your company
- Remind them of the Online Training modules and Weekly Webinars to help them Get Started
- If they’ve never received training, perhaps some formal training may be needed
- To discuss these requirements, please contact your designated Customer Support Manager or contact us here
- Adding a company is easy; watch this tutorial to see how
- Encourage these users to add their portfolio to the FullCircl service so they can start gaining valuable insights, like their colleagues
- Direct them to the champions from the Interacting/Engaging user communities
- Undertake regular user reviews to ensure all relevant users have a licence and are gaining success from the FullCircl service
These users have not used the FullCircl service or received an email alert over the last 30 days.
The following could be considered, as a first step, for these users:
Are they aware they have a licence?
Are they aware of how FullCircl can support their success as a Relationship Professional?
Do they have any watchlists and are they following any companies?
Would they like some advice from colleagues on internal ways of working and best practices?
Have they left the company or relevant role?
For further information, support and to discuss any training requirements, please contact your designated Customer Success Manager or contact us here.