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Webinars
WeTeach! YouLearn!
Whether you’re a WeSuite system admin, sales manager, or salesperson, we’ve got webinars galore! Brush up on your software skills and master new ones. Our live webinars, taught by resident WeSite experts, will help you get the most from your sales management solution. Can’t make it live? Past webinars are available on demand. All content is free to WeSuite clients.
Upcoming Sales
User Training:
User Training:
WeSuite: Knowing and Loving the URG!
Tuesday, Nov 16th 1:00 PM – 2:00 PM EST
In our next webinar… The WeSuite Universal Report Grids in WeOpportunity & WeEstmiate offer real time sales reporting at your fingertips. This session provides a full review of the powerful URGs. New and experienced users will appreciate this great session!
During this webinar we will:
- Locate the available data fields for each URG
- Turn data fields on / off
- Create custom report views
- Improve reporting by updating data from the URG
- Utilize filters for meaningful results
- Generate & export reports
Upcoming System
Admin Training:
WeSuite: QuoteAnywhere & the Site Survey Configuration Overview
Tuesday, Nov 9th 1:00 PM – 2:00 PM EST
In our next webinar…It in easy to add QuoteAnywhere to your system! Join us for a session that covers all QuoteAnywhere & Site Survey configuration requirements and default settings.
During this webinar we will:
- Create User and Company Favorites
- Create Packages
- Map Part Icons/Symbols for use in Site Survey
- Set Default Proposal Document Checkboxes
- Create Document Templates
- Understand IT Requirements
SALES USER WEBINAR
WeSuite: Knowing and Loving the URG!
Tuesday, November 16th
1:00 PM – 2:00 PM EST
1:00 PM – 2:00 PM EST
Sales User
Training Schedule
1:00 PM – 1:45 PM EST
WeOpp: Set your 2022 Prospecting Plan!
Webinar Schedule 2022 Coming Soon!
Watch Recordings of Past Webinars
WeSuite: Tips & Tricks! + Open Forum!
eSignature Integrations with eOriginal & DocuSign
WeEstimate Creating Standout Proposals
WeOpportunity 201: Advanced CRM features
WeEstimate 201: Advanced Estimating Features
WeEstimate 101: The Basics of creating Estimates
Mobile QuoteAnywhere & the Site Survey
Fill the Pipeline & Close Leads Fast!
Creating Standout Proposal Documents
Set Prospecting & Sales Goals 2021!
Knowing & Loving the URGs!
Presenting Finance Options
SYSTEM ADMINISTRATOR WEBINAR
QuoteAnywhere & the Site Survey Configuration Overview
Tuesday, November 9th
1:00 PM – 2:00 PM EST
Tuesday, November 9th
1:00 PM – 2:00 PM EST
QuoteAnywhere & the Site Survey Configuration Overview
Tuesday, Nov 9th
1:00 PM – 2:00 PM EST
Register now
System Administrator
Training Schedule
1:00 PM – 1:45 PM EST
WeEstimate: Commission Overview
Webinar Schedule 2022 Coming Soon!
Watch Recordings of Past Webinars:
Admin Training: WeSuite: Sales Reporting to Support Company Goals
Admin Training: WeEstimate: Program Options Tips & Tricks
WeSuite Training: 2021 Free Education Tools & Support Best Practices
WeOpportunity: Advanced Settings & Features
Best Practices Onboarding & Offboarding Users
Region & Office Configuration Settings
WeEstimate: Group and Group Right Refresher
WeSuite SedonaOffice Integration Review
Proposal Editor & Presentation Review
WeOpportunity System Configuration
WeEstimate Program Options Tips & Tricks
Sales Reporting to Support Company Goals
WeEstimate: Automated Calculation Config
Automated Approvals Module Review
Let’s US TAKE YOU THERE
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