How to Assign an Advisor to Body Code Certification Student (Manager Role)
Go to crm.zoho.com.
Navigate to "Certifications" tab.
Use Filter to select and click on "L2- Advisor Needed."
A list will appear with new Body Code Certification students who do not have an advisor assigned to them.
Glance down the list of new students and notice each preferred language in the "Cert Language" column.
Under “Cert Case Name” column, click on the person’s email address.
(Hint: Do not click on the person’s name, as that will bring up the person’s contact information.)
You will see the student’s Certification Case page.
"Current State" will show “Assign Advisor.”
"Transitions" will show “Select Advisor.”
The "Cert Language" preference will determine which student advisor will be assigned. In this example it is English, so you will want to select an English speaking student advisor. "Cert Language" will show their language preference.
For English, assign Rachel.
For German, assign Inga.
Click on "Select Advisor. "
In “Cert Case Owner" field, fill in the advisor you want to assign to the student.
Use the "Search Users" field, and begin to fill in the advisor name. When it appears, click on it.
When it appears as the "Cert Case Owner," click Save.
Confirm "Cert Case Owner" is filled in.
Verify the "Cert Language" is appropriate to that advisor.
Click Back Arrow to go back one page.
Continue with each of the other new student certification cases and assign advisors using the same method.
For video instructions of this procedure, go to: https://drbradnelson.wistia.com/medias/8kiilba21k
You are done. Great job!