Intake Configuration

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The Intake Configuration training is the second part of the Convercent Helpline/Case Management training curriculum. This video will first guide you through the intake process, then show you how to configure different items specific to your organization.

Remember there are resources available to you on the Onboarding page Here. Specifically, you can reference the Message Board Template offered on this site.

The goal and action item for this step, is to complete the training and configure your intake channels, message board templates and landing page.