Lunch & Learns – Basics

• Creating the event
• Attendee registration
• Resending certificates

Lunch & Learns – Details

• Advance attendee registration
• Adding contacts manually
• Set up and deliver a lunch & learn
  not at an Account (AIA chapter, etc)
• Adding an AIA # to a contact

Projects – Navigating
Your New Projects

• How to review your projects
• Navigating through list views for optimal efficiency

Projects – Qualifying
a Project

• How to jump into ConstructConnect or
  Dodge to review Documents
• How to qualify the project through the
  spec and the plans
• How to download, mark up, and upload
  documents to SpecSuccess

Projects – Sending a
Substitution Request

• How to send a Substitution to
  an Architect
• How to view the sent requests

Projects – Referring a
Lead to Trades

• How to send projects out as leads to contractors
  or distributors
• How to view lead history with
  channel Accounts

Projects – Following up
on Projects

• Pulling lists needing a Substitution
• Finding Substitutions needing
  Architect followup
• Pulling lists needing a Referral
• Finding projects where no Referrals
  have been accepted

Project: Lunch & Learn
Basic Admin

• Adding a product brand
• Adding a new CEU course