NetClose - Training Call/s

Overview

This article provides an overview of how to prepare for the NetClose training calls, what will be discussed, and outlines next steps following the call. 

Client Preparation

Prepare to have a member of your team share his/her screen during the training. This is because we have found that clients can retain much more of the training when guided through the individual training items in a hands-on approach. We would ask that you ensure this role has the necessary NetSuite permissions to use all NetClose functionality. Typically, we would advise that the individual who will be sharing their screen is provided admin access.

NetClose Training Calls

Your Netgain implementation team will walk your team members through the different modules in NetClose while a team member shares his/her screen. This  may include training on multiple modules in one meeting, or various training meetings on the applicable modules depending on desired training plan. These training sessions are typically recorded, so the recording can be shared with your team for future reference.

Next Steps

• Save training call recording to your files
• Practice these various processes in your sandbox account and become more familiar with NetClose
• Start your user acceptance testing