Add Mentor Information

To add mentor information:

  1. 1 Go to the Support Team section of the case and look for the Mentors subsection.
  2. 2 Click on the field you wish to complete.
  3. 3 Type the proper information.
  4. 4 Press Enter on your keyboard or click anywhere outside the field to temporarily keep the changes.
  5. 5 Click on the next field and repeat the process. Do this for as many fields as possible.
  6. 6 Click on the blue save icon at the bottom right of the screen to save changes. Remember this page automatically saves changes every 30 seconds, so if the save icon is gray, your changes have been automatically saved.

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Practice:
Add Mentor Information

Complete the tasks listed below in the training system. When you finish, return to this training page and move to the next task.

  • Go to the Support Team section of an associate's case.
  • Add the following information:
    • Mentor 1: Name
    • Mentor 1: Phone
    • Mentor 1: Email
    • Mentor 1: Note