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