SOAR is the third class in the series. It covers communication within Service Autopilot. You'll learn how to create custom emails, send emails in bulk and to individual clients, check email activity, and use tickets.
Below is a list of helpful links that you can visit after attending SOAR.
- Document Editor Overview (Article)
- Email Activity User Guide (User Guide)
- Email Activity User Roles and Rights (Article)
- Invoice Email Documents (Video)
- Bulk Emailing Clients (Video)
- Merge Tag User Guide (User Guide)
- Tickets User Guide (User Guide)