2018 Upcoming User Training:

WeEstimate Reporting Tips and Tricks

In our next webinar…

WeEstimate is jam-packed with real-time data at your fingertips! This webinar will teach you how to generate built-in and custom reports to find the data that you need. Learn how to create views and filters access data quickly and save time in the future.

Learning Objectives: During this webinar, you will learn how to:

  • Create WeEstimate Universal Report Grid (URG) views
  • Edit Forecast, Close Dates, and Next Action in WeEstimate URG
  • Track Quota for Outright & RMR Sales
  • Generate Built-In WeEstimate Views
  • Customize the display of data using sort & filters

FREE USER WEBINAR

WeEstimate:

Reporting Tips and Tricks

Tuesday, November 20

1:00PM – 1:45PM EST

Register for Upcoming Webinars: 2019 Coming Soon!

WeSuite

Tuesday, December 11

1:00PM – 2:30PM EST

Setting Prospecting Plans & Sales Goals for 2019

WeSuite

Tuesday, January 15

1:00PM – 1:45PM EST

Topic TBD Stay Tuned!

WeSuite

Tuesday, Feburary 19

1:00PM – 1:45PM EST

Topic TBD Stay Tuned!

Watch Recordings of Past Webinars:

WeEstimate

Tuesday, October 16

1:00PM – 1:45PM EST

WeOpportunity Reporting Tips & Tricks

WeEstimate

Tuesday, September 18

1:00PM – 1:45PM EST

WeSuite Modules: Test & Inspect, RMR, Quote to Contractor

WeEstimate

Tuesday, August 21

1:00PM – 1:45PM EST

Generating Contracts & Signing Electronically

WeEstimate

Thursday, July 17

1:00PM – 2:00PM EST

Create Winning Proposals in Record TIme!

WeEstimate

Tuesday, June 12

1:00PM – 2:00PM EST

What’s New inside WeEstimate – New Version Release

WeEstimate

Tuesday, May 15

1:00PM – 1:45PM EST

Sales Estimating

Tips & Tricks

WeOpportunity

Tuesday, April 17

1:00PM – 1:45PM EST

WeOpportunity & WeEstimate System Settings

WeSuite Go!

Tuesday, March 20

1:00PM – 2:00PM EST

WeSuite Go! Managing your Sales on-the-go

WeEstimate

Tuesday, February 20

1:00PM – 2:00PM EST

Site Survey Module: Draw, Design & Quote

WeOpportunity

Tuesday, January 16

1:00PM – 2:00PM EST

Best Practices for Lead & Account Management