2019 Upcoming Admin Training
WeOpportunity: How to Configure Fields on Your Account Dashboard
In our next webinar…
Join us for a live discussion where we review all the possibility for your own custom field builder!
Learning Objectives:
- Navigate your accounts Dashboard
- Create custom fields for accounts, either existing or prospects
- Define custom field properties; drop downs, check boxes, text box & more
- Create custom fields for contacts
- Control user rights for custom fields
- Create auto-populated custom fields mapped to 3rd party databases
SYSTEM ADMIN WEBINAR
WeOpportunity:
How to Configure Custom
Fields on Your Account Dashboard
Tuesday, March 12th
1:00 PM – 1:45 PM EST
FREE Webinars! 2019 WeSuite System Administrator Training Schedule – Coming Soon!
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!
WeSuite
Tuesday, June 11th
1:00 PM – 1:45 PM EST
Topic TBD, Stay Tuned!
Watch Recordings of Past Webinars:
WeEstimate
Tuesday, February 12th
1:00 PM – 1:45 PM EST
User On-boarding and
Off-boarding Review
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