Upcoming System Administrator Training

Sales Reporting to Support Company Goals

In our next webinar…
Take advantage of report features available in WeSuite. Build customized report views to help track sales status’, markets, sales team and individual success, and define future objectives.

After this webinar, you will be able to:

  • Review and select available URG data fields
  • Customize and save report views
  • Utilize report filters and organize data
  • Run sales reports by: Company, Region, Office, User
  • View and use pre-defined Sales Reports

SYSTEM ADMINISTRATOR WEBINAR

WeSuite:

Sales Reporting to Support Company Goals

Tuesday, November 10th

1:00 PM – 2:00 PM EST

2020 WeSuite System Administrator Training Schedule

WeEstimate

Tuesday, Dec 8

1:00 PM – 1:45 PM EST

Program Options Tips & Tricks

WeSuite

Webinar Schedule 2021

Coming soon!

 

 

 

Watch Recordings of Past Webinars:

WeSuite

Tuesday, October 13

WeEstimate: Automated Calculation Configuration

WeOpportunity

Tuesday, June 16

System Settings: Groups & Group Rights

WeEstimate

Tuesday, September 8

Automated Approvals Module

WeSuite

Tuesday, May 12th

On-boarding and Off-boarding Users

WeEstimate

Tuesday, August 18

WeSuite Free Education Tools!

WeSuite

Tuesday, April 7

WeEstimate: Group and Group Right Refresher

WeSuite

Tuesday, February 11

QuoteAnywhere
and Site Survey

WeSuite

Tuesday, July 14

Region & Office Configuration and Defaults

WeSuite

Tuesday, March 10

Accounting Software Integration Review

WeSuite

Tuesday, January 14

NEW R6.0: Deploying to Sandbox & to Live