IQ5 Constituent Services Trainings

General Information

The classes listed below are the recommended sequence for new constituent services staff:

  1. Introduction to IQ5 
  2. Managing Casework Services in IQ5
  3. Workshop: Process a Case in IQ5
  4. Workshop: Form Letter Creation in IQ5
  5. Workshop: IQ5 Outlook 365 Integration   

As a general example, this class would be appropriate for Caseworkers, Constituent Services Representatives, Field Representatives and Constituent Services Directors. These staff members are likely located in the district or state.

    For questions regarding Congressional Training or to inquire about Federal, State or Local Training options, please contact our team. 

    Contact Our Team

    If you cannot make any of the below trainings, please watch the IQ5 eLearning videos found below

    IQ5 eLearning Videos

    Cancellation Policy

    • Course: The session is cancelled after 10 minutes if no confirmed attendee is present.
    • Workshop: The session is cancelled after 5 minutes if no confirmed attendee is present.

    Please register at least 5 to 10 minutes prior to a session to notify the instructor accordingly.

    Need to withdraw from a class in which you registered?  Simply decline the session from your WebEx calendar invitation and that will notify us about your cancellation. We request at least a 24 hour cancellation notification.