Workspaces
<aside> <img src="/icons/folder_pink.svg" alt="/icons/folder_pink.svg" width="40px" /> **CM Sharepoint ….includes all CM files**
</aside>
<aside> <img src="/icons/calendar-month_pink.svg" alt="/icons/calendar-month_pink.svg" width="40px" /> Monday.com …for CM Targets and Projects
</aside>
<aside> <img src="/icons/drafts_pink.svg" alt="/icons/drafts_pink.svg" width="40px" /> **Salesforce Reports …for everything else**
</aside>
Power BI
<aside> <img src="/icons/chart_yellow.svg" alt="/icons/chart_yellow.svg" width="40px" /> **Recruitment Performance …to see Recruitment stats**
</aside>
<aside> <img src="/icons/activity_yellow.svg" alt="/icons/activity_yellow.svg" width="40px" /> **Domestic Case Management: Power BI .… to track performance**
</aside>
<aside> <img src="/icons/timeline_orange.svg" alt="/icons/timeline_orange.svg" width="40px" /> **Study@RMIT Power BI …for a full Study@ frontline summary**
</aside>
<aside> <img src="/icons/activity_orange.svg" alt="/icons/activity_orange.svg" width="40px" /> **Enrolment Wiki …to track enrolments**
</aside>
Shared Booking Links
<aside> <img src="/icons/send-to_pink.svg" alt="/icons/send-to_pink.svg" width="40px" /> **Open Day CM Booking Link ...Pathways & Application Support** *currently disabled, OD 2025
</aside>
<aside> <img src="/icons/send-to_pink.svg" alt="/icons/send-to_pink.svg" width="40px" /> **General CM Booking Link …Future Student Advisors Domestic CMs + INTL Onshore CM* currently enabled - Amy, Alice & Su
</aside>
<aside> <img src="/icons/send-to_pink.svg" alt="/icons/send-to_pink.svg" width="40px" /> **VTAC CM Booking Link …for VTAC campaigns** *currently disabled
</aside>
Training to Do:
| Day | Time | Training | Contact | Action for CMs | Complete? |
|---|---|---|---|---|---|
| Monday 1st June | 9am-10am | Introductions and Welcome | |||
| Include CM Notion Page with Resources | |||||
| https://rmiteduau.sharepoint.com/:p:/s/OfficeoftheCXO/EYmuEAkovdBImmv9C0ycB38BAsC4U99Vxcqc_Huzws-5vQ?e=rL7ojj | Han | Y | |||
| Monday 1st June | 10am-12pm | Salesforce Training - General |
Agenda: • Ensure Access to SF enabled • Training Pack • Live Demonstrating | Han / Alice | Be comfortable with CM SF process Ensure access to all SF functions | Y | | Monday 1st June | 1pm - 2.30pm 4pm-5pm | Salesforce Training Continued • Create SF Campaigns • Create SF Templates • Create SF Reports • Create SF Dashboards | Han / Alice | Know how to create an SF campaign Create own Intro email template Create SF Reports | Y | | Tuesday 2nd June | 10am-11am | Breakout to Interest Areas - PG & VE and give run down on types of prospects, how to handle etc
Soph with Amy to discuss Key PG contacts, resources, who can assist with certain escalations, key PG info etc
Brett with Alice to discuss Key VE contacts, resources, who can assist with certain escalations, key VE info. Include access to all VE resources and Power BI’s. | Amy Alice | | Y | | Tuesday 2nd June | 11am-12pm | Microsoft Bookings Set up and lesson | Amy | | Y | | Tuesday 2nd June | 12pm-1pm | Power BI Lesson • CM Power BI • Recruitment Dashboard | Han | | Y | | Wednesday 3rd June | 9am-10am | Monday Boards • Access • CM Monday board and other important dashboards | Han | | Y | | Wednesday 3rd June | 10am - 12pm | Shadowing Alice • Shadow Alice on OB Calls | Alice | | Y | | Wednesday 3rd June | 1.30pm-2.30pm | RAS How to export out of excel and power BI How to build RAS report | Amy | | Y | | Wednesday 3rd June | 3.30pm-4pm | Clicksend Set up and lesson | Han | | Y | | Wednesday 3rd June | 4pm-5pm | QA Framework & Sales Training | Han Alice Amy | | Y | | Thursday 4th June | 9am-10am | Intro to 106 and Introduce to people | Han | | Y | | Thursday 4th June | 10am-12pm | Brett - Alternate Offer | Alice | | | | Next Week | 2pm-4pm | Recruitment Context Activity | Amy/Alice | | |
<aside> 📢
To Do in Spare Time - Training Week
Salesforce Dashboard & Reports
Create Email Templates
Play around with Power BI’s
Go through Su conversations and interactions
</aside>
Other Useful Resources:
Hannah’s Request Log: