Service Article

All articles that are built to support the servicing of the AAHA member.

• Helping members who need assistance accessing their membership ID's or other information.
• Pipeline Ticket Process in HubSpot
• Merging Duplicate Records in NetForum
• Emails being received in employees Outlook Inbox instead of HubSpot.
• VCA Practice Overage email to Member/Practice
• Overdue balance on Accreditation Kit order Action
• Unpaid Initial AAHA Member Dues - Accreditation Kit Order Delayed
• Changing, Adding or Deleting an Address under an Individual’s Record
• Linking an Individual not in NetForum – CRM MODULE
• Linking an individual to organizations record if the Individual is already in NetForum
• Unlinking an Individual from an Organization
• Corporate Practice Linking in NetForum
• Changing or Adding Staff Roles in NetForum
• Linking an Individual not in NetForum – CRM MODULE
• Adding an Organization in NetForum
• Transferring MVP - Territory Team - Hospitals from Pre-Accred to Accred
• VMI - REGISTRATION Information for 2025
• Pet owner complaint talking points and process
• Dialpad Agent Status Guidelines
• Accreditation Deals Workflow
• How to handle VMX Lead responses.
• How to create a ticket in HubSpot for incoming calls
• NetForum Cleanup Phase 1 - 2024
• 2024 Accredited Practice of the Year (APOY)
• How to manage your tickets in HubSpot
• 2024 Member Cancellations Workflow
• AAHA Award for Proficiency in Primary Care [formerly Student Award Winner]
• Accreditation Specialist and Customer Engagement Call Coverage
• Processing Bill Butler's book for customers.
• Processing WebForm Requests
• Dues Payment SOP for Calling Campaign 2024 - Customer Engagement
• Collections Workflows
• Trends & JAAHA Going Digital: Messaging Points
• Webinar Recording Availability
• Shipping for Hawaii Orders
• New Trends Online Subscription Communication & Rates and Order Form
• Processing Accreditation Kit Orders
• VTOY Nomination Awards - Free Individual Membership
• Dues Renewal Talking Points
• When members need to order name tags for their hospital?
• How to handle Advantage Inquiries