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Welcome to the Convirza Client Services Training Site!

This training site has been designed as an incredible learning resource library and will assist you with self-guided training. You will find a multitude of topics you can learn about. Topics include: About Convirza, Convirza's family of products, integrations, and the internal apps we use. Each topic section has multiple resources that may include written guides, videos, and links to additional resources. At the end of each section you will be given an assignment and/or a quiz to complete. We encourage you to complete each topic and refer back to the materials as needed. We also recommend having the training site open on one screen and the app the topic references on another screen. This will allow you to follow along with the guides and video's that are provided for each topic. You should also save all of your assignments to a folder that you can reference later. Clients will often ask for samples of things. Your assignments will make a great sample to share with clients.

You navigate the site by using the navigation menu on the left. This side menu lists main topics. Within each main topic are the individual training sections. You can expand the sections by clicking the arrow to the left of the topic.

If you are in Customer Support you will want to use this site to assist you in earning each certification level. You must complete the topics contained in the following document to earn each certification level. As you compete each training section you should review it with your mentor/manager.

Think you are ready to certify? Review the following study guide to ensure you have the knowledge and skills necessary to pass. Once you are ready to be tested for the certification, reach out to your mentor/manager and ask them to give you the final certification test.

Happy Training!

- Convirza Client Services Management Team