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