Hi

Welcome Nikki!  Thanks for being a user of GUIDEcx!  

Here is my tip:
Don’t hesitate to invite your customers to your project experience.  The added transparency will reduce the “Where are we at?” emails and phone calls :).

Have a wonderful day!

If you haven’t already, I’d check out GUIDEu and go through as many product training videos as possible to get a handle on how to use your new tool! 

Here’s how to get there:

1. Click on the support buoy on the bottom left nav bar
2. Select the GUIDE University tab
3. Start with Trailhead and check out all the offered trainings!

Welcome to the community btw!

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Welcome Nikki!

Are you a new user at your company - or did your company  just purchase GuideCX?  I agree with @Elan the best place to start is the Guide University - very well done and helpful.

If you have more high level questions like “where do I start?”  - let us know what you need ideas or details on and we will be glad to help.  Mapping out your customer journey is the first step - figuring out all the tasks that need to happen, in what order, and who needs to be involved.  If you have many types of products - start with the most popular one - and map out the “happy path” ie what steps are needed when everything goes right.  Then you can add all the other scenarios later.

Jill