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Version: 26.03.19

Step 2: Transactions & Systems

In depth training on applications, tools and platforms.

  • Shopify Transactions
    • Send an invoice
    • Layaway
    • Reserve an item
    • Trades
    • Discounts
    • Update customer's info
    • Update product info or quantity available
    • Sales
  • Shopify Messenger
    • Set alerts
    • Assigning contact
    • Responses and auto-responses
    • Spam/scams
  • Email
    • Setup email account
    • Who is copied on which emails
    • CC store when responding to customers
    • Proper way to respond to customers
  • Open Phone
    • Set up phone number
    • Set personal voicemail
    • How to answer calls
    • Texts
    • How to transfer calls
    • Taking messages and alerting staff member
  • P.O.S System
    • Ringing up standard transactions
    • Repairs
    • Layaways
    • Trades
    • Custom items
  • Reverb
    • Checking messages
    • Common questions and responses
    • Offers
    • Trades
    • Returns
    • Bumped listings
    • Sales
    • Scams
  • Instagram
    • Responding to messages
    • Responding to comments
    • Generating leads
    • Making a reel
    • Posting a story
    • Posting a photo
    • Going live
    • Posting meme's re-using content or audio
  • Facebook
    • Posts
    • Stories
    • Responses
    • Tagging
    • Going live
  • Tiktok
    • Video posts
    • Live
    • Responses
  • Youtube
    • Shorts
    • Long form content
    • Respond to comments
  • Ebay
    • Respond to messages
  • Sheets
    • Inventory
      • Finding Items
      • Color Codes
      • Marking incoming
    • Consignments
    • Sales
  • Shipstation
    • Creating label
    • Creating ship from address for trades
  • Salesforce
    • Taking new lead
    • Converting
    • Updating info
    • Following up
  • Capcut