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2020 Upcoming System
Administrator Training

WeOpportunity: Group Rights and Data List Configuration

In our next webinar…
Improve use of WeOpportunity through Group Rights and Data Lists. Walk through WeOpportunity System settings to easily configure and edit permissions, required fields, and drop down options for better accuracy, and reporting.

After this webinar, you will be able to:

  • License Users for WeOpportunity
  • Configure / Edit Group Rights
  • Assign User to Groups Rights
  • Update Data Lists to improve work flow and reporting
    • Lead Origin and Source
    • Market Vertical and Type of Sale
    • Contact Type
    • Task Type

SYSTEM ADMINISTRATOR WEBINAR

WeOpportunity:

Group Rights and Data List Configuration Refresher

Tuesday, June 16th

1:00 PM – 1:45 PM EST

2020 WeSuite System Administrator Training Schedule

WeOpportunity

Tuesday, July 14

1:00 PM – 1:45 PM EST

Sales Intelligence,
Visualize Your Sales

WeSuite

Tuesday, Nov 10

1:00 PM – 1:45 PM EST

Reporting to Support Company Goals

WeSuite

Tuesday, August 18

1:00 PM – 1:45 PM EST

Free
Educational Tools!

WeEstimate

Tuesday, Dec 15

1:00 PM – 1:45 PM EST

Creating Standout Proposals

WeEstimate

Tuesday, September 8

1:00 PM – 1:45 PM EST

Automated Approval
System Overview

WeEstimate

Tuesday, October 13

1:00 PM – 1:45 PM EST

Automated Calculation
Configurations

Watch Recordings of Past Webinars:

WeSuite

Tuesday, May 12th

1:00 PM – 1:45 PM EST

On-boarding and Off-boarding Users

WeSuite

Tuesday, January 14

Introducing R6.0: Deploying to Sandbox
and Promotion to Live

WeSuite

Tuesday, April 7

WeEstimate: Group and Group Right Refresher

WeSuite

Tuesday, March 10

Accounting Software Integration
Configuration Review

WeSuite

Tuesday, February 11

Prepare for QuoteAnywhere
and Site Survey