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Internal Training
Team training docs for internal use only
Arbor Workflows
Arbor AI
- Internal Training: AI Enablement Series - Session 4: Prompt Training
- Internal Training: AI Enablement Series - Session 4: Prompt Training - Training Slides
- Internal Training: AI Enablement Series - Session 3: Arbor AI
- Internal Training: AI Enablement Series - Session 3: Arbor AI - Training Slides
- Internal Training: AI Enablement Series - Session 2: AI in the Market
- Internal Training: AI Enablement Series - Session 2: AI in the Market - Training Slides
- Internal Training: AI Enablement Series - Session 1: AI Essentials
- Internal Training: AI Enablement Series - Session 1: AI Essentials - Training Slides
- Internal Training: Arbor AI: Prompt Like a Pro
- Internal Training: Arbor AI: What is AI? AI Fundamentals
- Internal Training: Arbor AI: Use Cases
- Internal Training: Arbor AI: Ask Arbor Prompt Library
- Internal Training: Auto Absence: Training Recording
- Internal Training: Auto Absence: Training slides
- Internal Training: Auto Absence: How to set up Auto Absence to demo
- Internal Training: Auto Absence: Qualifying Questions
- Internal Training: Auto Absence: Objection Handling
- Internal Training: Ask Arbor, AI Subscription, and Monthly Free Allowance
Groupcall
SAMpeople Cross-sell
- Internal Training: SAMpeople Cross-sell Session 1: The Education Domain Slides
- Internal Training: SAMpeople Cross-sell Session 1: The Education Domain Recording
- Internal Training: SAMpeople Cross-sell Session 2: Qualification Slides
- Internal Training: SAMpeople Cross-sell Session 2: Challenges and Hooks slides
- Internal Training: SAMpeople Cross-sell Session 2: Killer Questions Battlecard
- Internal Training: SAMpeople Cross-sell Session 2: Further Reading
Frameworks
Sales Admin
- Internal Training: How to build a new business - direct supported quote ?
- Internal Training: How to build a new business - 3rd party supported quote ?
- Internal Training: Partners and Frameworks
- Internal Training: Guidance for new business quotes under a framework
- Internal Training: How to build a new business - framework quote ?
- Internal Training: How to build an amendment quote under a framework ?
- Internal Training: How to upload paperwork to a quote ?
- Internal Training: How to build an amendment quote ?
- Internal Training: How to build an upgrade/ downgrade ?
- Internal Training: How to add POP to an existing contract ?
- Internal Training: How to cancel a contract ?
- Internal Training: How to cancel training only ?
- Internal Training: How to add a Free period to an existing quote ?
- Internal Training: How to edit a discount ?
- Internal Training: How to create a MAT expansion ?
- Internal Training: How to relate schools to an opportunity ?
- Internal Training: How to amend student numbers ?
- Internal Training: How to change training for multiple schools (MAT) ?
- Internal Training: How to move a quote from 3rd party to direct support ?
- Internal Training: How to build a quote with different licences ?
- Internal Training: How to create a training quote ?
- Internal Training: How to swap training ?
- Internal Training: How to create a renewal quote ?
- Internal Training: How to edit a renewal quote ?
- Internal Training: How to use the auto-quote builder ?
- Internal Training: How to use bundles in a quote ?
- Internal Training: How to export a quote ?
- Internal Training: How to change price book ?
- Internal Training: How to book migration bookings ?
- Internal Training: How to move migration bookings ?
- Internal Training: How to change migration dates ?
- Internal Training: How to create an opportunity ?
- Internal Training: Contract and contract page
- Internal Training: How to edit contact details ?
- Internal Training: Billing information on account