# How to Use This Wiki — Navigation Guide

**Welcome to the Crowned Credit Knowledge Base!** This is your go-to resource for everything you need to do your job. Whether you're brand new or a veteran, this guide will help you find what you need fast.

## How the Wiki is Organized

Think of the wiki like a library:

- **Shelves** = Departments or big categories (what you see on the home page)
- **Books** = Topics within a department
- **Pages** = The actual content — scripts, SOPs, guides, etc.

<div id="bkmrk-%F0%9F%92%A1-quick-start%3A-go-to" style="background:#f0f4ff;border-left:5px solid #2b386d;padding:16px 20px;margin:16px 0;">**💡 Quick Start:** Go to the home page, find your department's shelf, and click into the book that matches what you need. It's that simple.</div>## Find Your Department

<div id="bkmrk-your-role-start-here" style="margin:20px 0;"><table style="width:100%;border-collapse:collapse;margin:20px 0;"><thead><tr><th style="background:#2b386d;color:#ffffff;padding:12px;text-align:left;">Your Role</th><th style="background:#2b386d;color:#ffffff;padding:12px;text-align:left;">Start Here</th><th style="background:#2b386d;color:#ffffff;padding:12px;text-align:left;">What You'll Find</th></tr></thead><tbody><tr><td style="padding:10px;border:1px solid #ddd;">**CSR (Customer Service)**</td><td style="padding:10px;border:1px solid #ddd;">Customer Service Department shelf</td><td style="padding:10px;border:1px solid #ddd;">Response scripts, escalation procedures, call handling, SMS templates</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Sales Closer**</td><td style="padding:10px;border:1px solid #ddd;">Sales Department shelf</td><td style="padding:10px;border:1px solid #ddd;">Consultation scripts, objection handling, follow-up cadences, pricing presentation</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Appointment Setter**</td><td style="padding:10px;border:1px solid #ddd;">Sales Department shelf</td><td style="padding:10px;border:1px solid #ddd;">Speed-to-call protocol, follow-up sequences, booking process</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Billing Team**</td><td style="padding:10px;border:1px solid #ddd;">Billing &amp; Payments shelf</td><td style="padding:10px;border:1px solid #ddd;">Payment processing, dunning sequences, refunds, reactivation SOPs</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Onboarding Specialist**</td><td style="padding:10px;border:1px solid #ddd;">Client Journey shelf</td><td style="padding:10px;border:1px solid #ddd;">Day 0-30 process, portal creation, orientation calls, onboarding calls</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Credit Case Specialist**</td><td style="padding:10px;border:1px solid #ddd;">Customer Service Department shelf</td><td style="padding:10px;border:1px solid #ddd;">Inbox management, dispute pipeline, client communication, cross-department support</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Dispute Analyst**</td><td style="padding:10px;border:1px solid #ddd;">Credit Repair Operations shelf</td><td style="padding:10px;border:1px solid #ddd;">Dispute strategies, account-specific tactics, DisputeFox guide</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Team Lead / Manager**</td><td style="padding:10px;border:1px solid #ddd;">HR &amp; Team shelf</td><td style="padding:10px;border:1px solid #ddd;">Hiring SOPs, training programs, performance KPIs, team structure, policies</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Everyone (New Hire)**</td><td style="padding:10px;border:1px solid #ddd;">About Us shelf</td><td style="padding:10px;border:1px solid #ddd;">Company history, mission, core values, compliance rules</td></tr></tbody></table>

</div>## How to Search

The fastest way to find anything:

1. Click the **search icon** (magnifying glass) at the top of any page
2. Type what you're looking for — e.g., "cancellation script" or "failed payment"
3. Results show matching pages across the entire wiki
4. Click any result to go directly to that page

<div id="bkmrk-%E2%9A%A1-pro-tip%3A-search-wo" style="background:#fff8e6;border-left:5px solid #d59941;padding:16px 20px;margin:16px 0;">**⚡ Pro Tip:** Search works with partial words too. Typing "cancel" will find pages about cancellations, cancellation scripts, and cancellation processes.</div>## How to Navigate

### Breadcrumbs

At the top of every page, you'll see a trail like: **Home → Customer Service → CSR Response Scripts → Account Cancellation Scripts**. Click any part of that trail to jump back up to that level.

### Sidebar

When you're inside a book, the left sidebar shows all the pages in that book. Use it to jump between pages without going back to the shelf.

### Home Button

Click the **Crowned Credit logo** or the **"BookStack"** text at the top-left to go back to the home page (all shelves).

## Page Features You Should Know

- **Table of Contents** — Long pages have a sidebar outline on the right. Click any heading to jump to that section.
- **Bookmarks** — Click the bookmark icon (flag) at the top of any page to save it to your favorites for quick access later.
- **Print / Export** — Need a physical copy? Click the three dots (⋮) menu at the top-right of a page and choose Print or Export as PDF.
- **Dark Mode** — Click your profile icon → "Edit Profile" → change the theme if you prefer dark mode.

## Understanding Page Icons

Throughout the wiki, you'll notice different colored boxes. Here's what they mean:

<div id="bkmrk-%F0%9F%92%A1-blue-box-%E2%80%94-tips%2C-b" style="background:#f0f4ff;border-left:5px solid #2b386d;padding:16px 20px;margin:16px 0;">**💡 Blue Box** — Tips, best practices, and helpful information</div><div id="bkmrk-%E2%9A%A0%EF%B8%8F-gold-box-%E2%80%94-import" style="background:#fff8e6;border-left:5px solid #d59941;padding:16px 20px;margin:16px 0;">**⚠️ Gold Box** — Important warnings or things to be careful about</div><div id="bkmrk-%F0%9F%9A%A8-red-box-%E2%80%94-critical" style="background:#fdecea;border-left:5px solid #e74c3c;padding:16px 20px;margin:16px 0;">**🚨 Red Box** — Critical alerts — must read, compliance rules, things that can get you in trouble</div>> "Quoted text in gold-bordered boxes like this" — These are scripts and templates. Use them word-for-word or as a starting point.

## Need Help?

If you can't find what you need:

1. **Search first** — 90% of the time, it's already in the wiki
2. **Ask in #ask-questions** on Discord — your question might help us add new content
3. **Talk to your team lead** — they can point you to the right page

<div id="bkmrk-%F0%9F%93%9D-this-wiki-is-alway" style="background:#f0f4ff;border-left:5px solid #2b386d;padding:16px 20px;margin:16px 0;">**📝 This wiki is always growing!** When the team asks questions in Discord, we review them and add the answers here. If you notice something missing or incorrect, let your team lead know or post in #improvement-requests.</div>