Train new users on common processes

Run a ninety‑minute group training for new users on the three common processes: logging activities, updating opportunity stages, and creating contact records. Schedule it for Thursday at 10 a.m., invite all new users and their managers, attach the step‑by‑step job aids, and record the session. Afterward, create a short follow‑up task list for attendees to complete in their own instance within three days.

Before I run the new‑user process training, reduce cognitive load: lead with the two actions reps use daily (log a call and update next steps), show a real example of a messy record and how to fix it, and flag three common mistakes that break reports so managers can coach to them. End with a one‑page cheat sheet they can pin.

I finished a training session and three reps said they still don’t know which stage to pick for pipeline commits. I’m not sure if the problem is the way stages are defined, the examples I used, or lack of manager reinforcement. What quick changes to the next session and one thing to ask managers to do this week will fix adoption?

Training keeps taking the same time because new hires misunderstand certain fields and managers rarely correct them. Where should I change the training, documentation, or manager checkpoints so errors stop recurring? Recommend one habit for trainers, one job aid change, and one managerial checkpoint to prevent regressions.