Title: MT-CS-020: Digital CSM Master SOP  
Owner: arlene.coello
Creator: arlene.coello Aug 15, 2024
Last Changed by: arlene.coello Dec 02, 2024
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External Links (16)
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    https://drive.google.com/file/d/1EjqdUws3ThDeBf7rcmFkHvCqvA…
    https://web.outreach.io/sequences/1001/overview
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    https://web.outreach.io/templates?smart_view=3812
    https://web.outreach.io/sequences/1000/overview
CS Knowledge Base (14)     Page: MT-CS-003-02: Compliance Training
    Page: MT-CS-003-01 Learning Training
    Page: MT-CS-017: Franchise Accounts
    Page: MT-CS-021: Delinquent Accounts: Payment Reminders and Collections
    Page: MT-CS-005: Escalations
    Page: MT-CS-003-03: Credentialing Software Training
    Page: Digital CSM Plan
    Page: MT-CS-006: References
    Page: MT-CS-001: Account Creation and CSM Assignment
    Page: MT-CS-004: Retention and Upsell
    Page: MT-CS-014: Outreach Setup & Management
    Page: MT-CS-020: Digital CSM Master SOP
    Page: MT-CS-018: SSO Services and HRIS Integrations
    Page: MT-CS-015: Hybrid Account Management and Transition