EnGen Team Knowledge Base
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EnGen Team Knowledge Base
Teams
Teams
Coaching
Client Engagement Team
Enrollment Services
Teams
Coaching
📝 General Criteria to change contact owners
⚙️ How to configure Okta Verify on iOS or Android
🔒 How to deactivate an EnGen account? ❌
How to manage Aircall 📞
📩 How to manage HubSpot Inbox?
How to manage Salesmsg 💬📲
How to manage WhatsApp messages 📳🔠
Private & Group Classes - General Information & Best Practices 🙋👩💻
Speak Easy by EnGen - General Information & Best Practices 🗣️🔊
🧭 New Admin NPS Roadmap 🔍
🔗 Essential links and phone numbers for the coaching team
🎯 Learner NPS Response Follow-Up for Coaches
⏲️📦Amazon & CAEL EV deadline extension - Guidelines and Best Practices for Coaches
✨Instructions to change a learner’s program/package to a different one (Amazon/CAEL)
✅ Official Snippets Reference Guide
🪄🔦HubSpot SMS
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Client Engagement Team
Sales ➡️🤝➡️ Customer Success Hand-Off Process 🚀
🔍 Finding Learner Quotes & Success Stories in HubSpot
📌 What are Activation Criteria?
📒 How to add Group ID (feature group ID)
📬 Client Assignment - Client Engagement Team
CSMs - Internal Trainings 📚🎓🤝
CSMs - Internal HubSpot Reports
📝 How to Add Line Item IDs?
📣 How to Report Coaching Services Updates to Clients
📝 Process: Admin NPS Response Follow-Up
📌 Admin & Coaching Reports
Client & Learner-Facing Marketing Materials
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Enrollment Services
Pre-enrollment call script for CAEL learners
Pre-enrollment call script for Amazon learners
Pre-enrollment Call Script-General
