Answers come from Circle's approved playbooks on Google Drive
Finding your answer…
This usually takes 10 to 20 seconds.Your training
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Playbooks
How we do things at Circle
Templates
Decks, briefs and documents to start from
Training
Tick each one when you've finished it. Come back to any of them any time.
Client pages
Welcome pages from the Onboarding Journey Builder, as a link you can send the client. No login for them.
The .html file the builder downloaded (1 MB max). Also save it in the client's Drive folder with its -data.json file. That stays the original.
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Admin
Only you and Ayman see this page.
Announcements
Shows on everyone's home page. The first time each person opens the Hub after you post, it pops up for them.
How-to guides to update
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Unanswered questions
What people asked that the approved playbooks don't cover yet. Your SOP writing list.