Posts In Category "Adding Seats"

Altus Campus – Petrone Front‑End User Import Tool

  Oct 12th, 2025   -     Adding Seats, Customer Success Management, Petrone Associates   -  

Petrone Front-End User Import Bulk create or match users, enroll them into a course, notify users & admins, and download a post-run report — all from a WordPress page. Overview This tool provides an authenticated, front-end interface to import users for Petrone organizations. It reads a CSV, applies shared metadata (Facility, Role, Specialization, Address), creates […] Read More →

SOP: Handling Requests to Add Additional Seats to an ImagingCampus Subscription

  Aug 5th, 2025   -     Adding Seats, Customer Success Management, ImagingCampus, Revenue: Renewal   -  

SOP: Handling Requests to Add Additional Seats to an ImagingCampus Subscription SOP ID: IC-SOP-004 Last Updated: August 5, 2025 Applies To: CSAs, CSMs Systems: HubSpot, WordPress (AltusLearn), Email Purpose To define the step-by-step process for reviewing and fulfilling client requests to add participants (seats) to an existing ImagingCampus subscription. This SOP ensures actions align with […] Read More →

Example: Client Support Case – Midwest Surgical Hospital (Adding Seats, Renewal)

     -     Adding Seats, Customer Success Management, ImagingCampus, Revenue: Renewal   -  

Client Support Case: Midwest Surgical Hospital / AltusCampus Request Add a new participant (Michell White) to ImagingCampus subscription. CSA Action Steps Step 1: Verify Requester Identity & Contact Info Search Tami Kshywonis <TKshywonis@mwsurgical.com> in HubSpot. Confirm: First/Last Name Associated Email(s) Job Title (update if missing) Contact Professional Role Check right panel for: Associated Company: Midwest […] Read More →