2019 Upcoming Admin Training

 

WeEstimate Site Survey Set Up

In our next webinar…
Don’t miss this jam-packed webinar reviewing best practices for on-boarding and off-boarding users easily in your WeEstimate.

Learning Objectives:

  • Prepare a user off-boarding check list
  • Reassign open leads and estimates
  • Deactivate a user
  • Create a new user
  • Copy an existing User’s Rights for a new user
  • Review User Right Options

SYSTEM ADMIN WEBINAR

WeEstimate:

User On-boarding and
Off-boarding Review

Tuesday, February 12th

1:00 PM – 1:45 PM EST

FREE Webinars! 2019 WeSuite System Administrator Training Schedule- Coming Soon!

WeOpportunity

Tuesday, March 12th

1:00 PM – 1:45 PM EST

How to Configure Custom Fields on Your Accounts Dashboard

WeSuite

Tuesday, April 9th

1:00 PM – 1:45 PM EST

Topic TBD, Stay Tuned!

WeSuite

Tuesday, May 14th

1:00 PM – 1:45 PM EST

Topic TBD, Stay Tuned!

Watch Recordings of Past Webinars:

WeEstimate

Tuesday, January 8

1:00 PM – 1:45 PM EST

Site Survey Set Up

WeEstimate

Tuesday, December 4

1:00 PM – 1:45 PM EST

Account Integration Management

WeEstimate

Tuesday, November 6

1:00 PM – 1:45 PM EST

Auto Calculations Configuration

WeEstimate

Tuesday, October 9th

1:00 PM – 1:45 PM EST

Management Reporting Tips & Tricks