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