0:43

Update Opportunity Reminder

Sales

Set sales opportunity reminder from an Activity record linked to the opportunity

Update Group Fields on Quotes – Using Sections

Sales

1:01

Update a Funnel Step

Sales

Users update funnel steps that are assigned to them

1:17

Time Bill Against an Opportunity

Sales

Time billing accounts for time spent working on opportunities

Summary Tab

Sales Opportunity Form Key Fields

Sales

54:13

Sales Forecasting with Q360 v23.02

Sales,

Webinars

7:09

Sales Forecast Quick View

Sales

2:08

Quote Sections Split Line Items

Sales

8:47

Quote Sections End to End Flow

Quote Revisions

Quote Duplicate vs Copy

Sales

1:11

Print a Quote

Sales

Print a Sales Quote Proposal

7:52

Multi-currency FX impact on Quote, Order, Invoice

Accounting,

Sales

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

0:52

Mark Funnel Steps Complete

Sales

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

4:44

Managing Optional Flags on Quote Line Items

Sales

2:17

Integration with GreatAmerica

Sales

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

6:12

Create and Use Global Comments

General,

Sales

3:37

Create and Use Auto Add Rules with Quotes

Sales

2:39

Create and Process a Quote

Sales

General concepts for working with quotes

10:41

Create and Add a Quick List to a Quote

Sales

0:53

Create Activity Reminder – linked to Opportunity

Sales

Review sales opprtunity reminders and details from your task list

0:44

Create a Site

Sales

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

1:43

Create a Sales Opportunity

Sales

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

0:57

Create a Contact

Sales

Create and link contacts to customers, sites and other areas

1:16

Create a Company

Sales

Create a company record. By default, the 'type' will be PROSPECT. With permissions, the record may be edited to be a CUSTOMER, VENDOR, CUSTVEND (both a customer and vendor).

0:39

Convert a Prospect to Customer

Sales

Turn prospect into customers for generating sales orders

1:09

Assign Funnel Step to a Resource

Sales

Designate a user to perform a sales funnel step

1:04

Approve a Quote

Sales

Customers can authorize quotes prior to the creation of orders

0:58

Approve a Customer Order

Sales

Internally approve an order after a customer has authorized a quote

Setup Quote Authorization Rules

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