Forms and CRM – client operations after handover
Private training attached to the actual WordPress forms and lead capture and CRM services delivered on a signed-off client project. Not a separate mass-market course, video or subscription. Access requires verified project and customer-specific scope.
The three modules cover entitlement, day-to-day safe usage and evidence-led escalation.
Course Content
01 · Enquiry routes, consent and assigned CRM roles
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02 · Track enquiry and support workflows safely
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03 · Missing enquiries, email delivery and privacy escalation
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