Siteline Customer Service (CSR) Certification
This certification provides the foundational knowledge required for CSRs to manage their customers in Siteline.
CSR Certification Introduction
User Roles Overview
Customer User Roles
Site Settings
Product Purchasing Workflows
Product Purchasing Workflows Quiz
Customer List
Details Customer Settings
Contacts Customer Settings
Our Products, Details Customer Settings
Our Products, Custom Products Customer Settings
Our Products, New Custom Product Customer Settings
Checkout, Pricing Customer Settings
Checkout, Delivery Customer Settings
Checkout, Billing / Payment Customer Settings
Checkout, Order Customer Settings
Support & Next Actions