2019 Upcoming Admin Training
WeEstimate: New! Configuring and Using Weighted Forecast
In our next webinar…
Forecasting is Important! Use the standard or new customized forecast that allows you to correlate stages with dollar value.
Learning Objectives:
- Standard and Weighted Forecast: Which is best for your team?
- Configuring Forecast Options
- How to select Forecast in Estimates
- URG Forecast Fields
SYSTEM ADMIN WEBINAR
WeEstimate:
New! Configuring and Using
Weighted Forecast
Tuesday, June 11th
1:00 PM – 1:45 PM EST
FREE Webinars! 2019 WeSuite System Administrator Training Schedule – Coming Soon!
WeEstimate
Tuesday, July 9th
1:00 PM – 1:45 PM EST
Create and Use Custom
Data Fields
WeEstimate
Tuesday, September 10th
1:00 PM – 1:45 PM EST
The RMR Module: Feature and
Confirmation Review
WeSuite
Tuesday, September 10th
1:00 PM – 1:45 PM EST
WeSuite Integration
with SedonaDocs
Watch Recordings of Past Webinars:
WeOpportunity
Tuesday, May 14
1:00 PM – 1:45 PM EST
Increasing
Information
Use and Value
WeEstimate
Tuesday, April 16
1:00 PM – 1:45 PM EST
Prepare Your WeSuite Environment for QuoteAnywhere G2.0
WeEstimate
Tuesday, March 19
1:00 PM – 1:45 PM EST
How to Configure Custom Fields on Your
Account Dashboard
WeEstimate
Tuesday, February 12
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