Sales Bookings

Set Sales Opportunity Reminder on the Opportunity

Update Group Fields on Quotes – Using Sections

2:36

Update Activity Follow Up Date for Activity linked to Opportunity

Update Activity Follow Up date for Activity linked to Sales Opportunity

1:01

Update a Funnel Step

Users update funnel steps that are assigned to them

1:45

Time Bill Against an Opportunity

Time billing accounts for time spent working on opportunities

Summary Tab

Set Up Quote Authorization Rules

Setup rules for the Quote Process: Authorize a Quote

6:56

Set Up a Sales Funnel Template

Set up a sales funnel template, make it available as the default funnel for a given Sales Opportunity > "Interest" field value (via General Codes)

9:14

Sales Opportunity Form Key Fields

Sales Opportunity form: review of key attributes e.g. Interest, Close Date, Sale Type, Value, RMR...

54:13

Sales Forecasting with Q360 v23.02

Sales,

Webinars

5:21

Sales Forecast Quick View

View Sales Forecast of active Sales Opportunity in grid with helpful visual color indicators to manage opportunities and filter results (by salesrep, value, % probablity to close, expected close dates...) .

4:35

Request Presales Labor for Sales Opportunity

Request and process presales labor, per Sales Opportunity Funnel Step; view impact on "Engineering" Workflow

2:21

Quote Sections Auto Split

Quote Line Item - Section: optional section line flag setting to automatically split a section, i.e. automatically repeat section row - with its subsequent child row(s) - if quantity is set to > 1

6:01

Quote Revisions

Create, compare and print Quote revisions

4:02

Quote Item Section Duplicate vs Copy

Quote Line Item - Section: Differentiate between 'Duplicate Section' (from Section panel 'Add') and 'Copy Section' feature (from Section panel 'Ext. Menu')

0:37

Print a Quote

Print a Sales Quote Proposal

4:32

Payments: Reports

Payments: 4 Reports - Payment Processor Deposits, Payment Processor Merchant Statements, Payment Processor Transactions, Payment Transactions

3:01

Payments: Refund/Void a Payment

Payments: Refund/Void a payment that was previously made, from Invoice > AR Journal or from Payment Transactions report

4:39

Payments: Make payment as an External User

Service

Payments: Make an Invoice payment as an External User via Customer Portal

2:36

Payments: Invoice – Charge Payment Account

Payments: Charge Payment Account via Invoice > Extended Menu

2:10

Payments: Download a Payment Processor Merchant Statement

Payments: Download a merchant's statement from Live Data Report "Payment Processor Merchant Statements"

4:16

Payments: Create, Refresh, Revoke Payment Token and Link

Payments: Create, Refresh, Revoke Payment Token and Link

1:23

Payments: Company Setup Surcharge and Fees

Payments: Admin - Set up of Credit Card Surcharge and Fees (Company Setup)

5:37

Payments: Chargebacks as a Merchant

Payments: address chargebacks as a Merchant in Q360

2:29

Payments: Charge a Service Call Deposit

Service

Payments: Charge a Service Call deposit using payment processor

3:10

Payments: Add Payment Account

Payments: Add new payment account (bank or credit card) from Customer or Invoice form

5:39

Multi-currency FX impact on Quote, Order, Invoice

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

4:20

Mark Funnel Steps Complete

Mark a funnel step complete when the work for a step is complete

4:13

Managing Optional Flags on Quote Line Items

Add and view impact of flagging a Quote Line Item as 'Optional'

2:17

Integration with GreatAmerica

Integration with GreatAmerica Financial Services: Setup and Use in Q360 Sales Quote Finance options

7:21

Create Quote Item Section

Create Quote Item with Section(s) and Subsection(s) to organize line items

7:23

Create and Use Global Comments

General,

Store statements of text for re-use across users, e.g. for Statement of Work ("SOW") on Sales Quotes, standardized response to inquiries, letters...

3:49

Create and Use Auto Add Rules with Quotes

Sales,

System Admin

Admin: Define rules to automatically add additional Quote item(s), MasterNos, on 'Save Quote' based on criteria, e.g. Quote Sale Type, Master Item Type(s) on Quote...

2:39

Create and Process a Quote

Create a basic quote from a Sales Opportunity and process through first steps of sales workflow.

9:12

Create and Add a Quick List to a Quote

1:27

Create a Site

Track customer site specific details such as contacts, sales, service, projects, and accounting

2:31

Create a Sales Opportunity

Track opportunities and gain insight into related sales activities as it progresses through a sales funnel

2:50

Create a New Sale Type (Unified Type)

Sales,

System Admin

Create a new Sale Type (Unified Type) from Maintenance > General Codes

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company