Transcript Tricks of the Trade Webinar

Welcome to the
December Tricks of the Trade
webinar!
What is Tricks of the Trade?
From brochures to booklets,
From charts to checklists,
From flyers to forms,
There is a lot of documentation on our website
about CU*BASE and the programs and features it
offers. That’s why each month, we send you a
Tricks of the Trade email and hold this companion
webinar, to highlight
key documents that will make your job easier!
What is Tricks of the Trade?
What is Tricks of the Trade?
What is Tricks of the Trade?
Check out all our Tricks of the Trade webinar
presentations and newsletters:
http://cuanswers.com/tricks_of_trade.php
Focus of This Month’s Webinar:
Collections Documentation
Today we’ll be looking at some collections documentation you
won’t want to miss!
Ice Breaker
Insert an arrow next to your snowman.
Funny arm snowman
Snowman on the beach
Snowman with buttons
Collections Documentation
Please follow along in this webinar while I
show you how to find this brochure.
Collections Documentation Plus
Collections Documentation
Collections Documentation
Fun Fact
How many Tricks of the Trade newsletters have
there been? What number is the collections
documentation issue?
Insert an arrow in the box with the correct answer.
Collections Documentation
Fun Fact Answer
25
Source: The Tricks of the Trade page:
http://www.cuanswers.com/tricks_of_trade.php
Collections Documentation
Fun Fact Prize
Collections Documentation Plus
Collections Documentation Plus
Collections Documentation
Collections Documentation
Collections Documentation
Collections Documentation
Collections Documentation
Collections Documentation
Collections Documentation
Collections Documentation
Collections Documentation
Pop Quiz
What is the name of the Show Me the Steps
topic that is linked to from this booklet?
Insert an arrow in the bubble with the right answer.
A
Handling
Bankruptcy A to
Z
B
Bankruptcy Tools
C
Show Me the
Steps
Collections Documentation
Pop Quiz Answer
Answer A
Handling
Bankruptcy A to Z
Collections Documentation
Pop Quiz Prize
How do I get to CU*BASE Help?
How do I get to CU*BASE Help?
How do I get to CU*BASE Help?
How do I get to CU*BASE Help?
How do I get to CU*BASE Help?
How do I get to CU*BASE Help?
Pop Quiz
What is the quickest way to access CU*BASE online
help for a single screen? (This used to be Learn about
this Feature.)
Insert an arrow in the square with the right answer.
How do I get to CU*BASE Help?
Pop Quiz Answer
The Information button
How do I get to CU*BASE Help?
Pop Quiz Prize
How do I get to Show Me the Steps?
How do I get to Show Me the Steps?
How do I get to Show Me the Steps?
How do I get to Show Me the Steps?
How do I get to Show Me the Steps?
Pop Quiz
What is one way to access Show Me the Steps help
from CU*BASE?
Insert an arrow in the square with the right answer.
How do I get to Show Me the Steps?
Pop Quiz Answer
The Question Mark button
How do I get to Show Me the Steps?
Pop Quiz Prize
Handling Bankruptcy A to Z
Handling Bankruptcy A to Z
Handling Bankruptcy A to Z
Handling Bankruptcy A to Z
Handling Bankruptcy A to Z
Other Collections Documentation
Other Collections Documentation
Other Collections Documentation
Other Collections Documentation
Other Collections Documentation
December Documentation
December Documentation
Webinar Wrap-Up
Takeaways
On the whiteboard:
Write down your most valuable takeaway from
today’s webinar.
Thank you for attending the
December Tricks of the Trade
webinar!
For questions regarding today’s topics. Please refer to the
documentation referenced in today’s webinar:
O http://cuanswers.com/pdf/cb_ref/Documentation_Tricks_
of_the_Trade25.pdf
O http://www.cuanswers.com/pdf/cb_ref/bankruptcy_tools
.pdf
O http://www.cuanswers.com/doc/stepbystep/stepbystep.
htm#Handling_a_Bankruptcy_from_A_to_Z.htm
See you at next month’s Tricks of the Trade webinar!