Client Service Management Course

Duration: 1 day (08:45 – 16:30)
Cost: R3 500

Target Audience

> Account Executives, Client Service Managers
> Learner currently works or intends to work as an Account Executive or Client Service Manager, ideally, in the Client Service department in the Advertising industry.

Section 1

Different agency types
Traditional advertising agency structures
Workflow in the agency
Agency departments and their roles
Roles and responsibilities of users in the agency

Section 2

Introduction to the Chase system dashboard tabs
Menu buttons and document toolbars
Chase documents and forms
Overview of Access and user rights in Chase
User restrictions and permissions

Section 3

Creation of Job bags
Creation of Briefs and Amendments
Billing Instructions
Basics of Tasking
Introduction to TimeSheets
TimeSheet Approvals
Introduction to Chase Financial documents e.g. CEs, POs, Invoices, etc.
Document Status’

Section 4

Introduction to workflows
Document status changes and workflows
Initiating and responding to Workflow requests
Introduction to Chase Reports
Client Service Reports

Click here to register for this course.

For any other information:
Email – training@chasesoftware.co.za
Tel – +27 11 287 1800 or +27 11 287 1800/34

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