Update Opportunity Reminder

Sales

Set Sales Opportunity Reminder on the Opportunity

Update Group Fields on Quotes – Using Sections

Sales

2:36

Update Activity Follow Up Date for Activity linked to Opportunity

Sales

Update Activity Follow Up date for Activity linked to Sales Opportunity

1:01

Update a Funnel Step

Sales

Users update funnel steps that are assigned to them

1:45

Time Bill Against an Opportunity

Sales

Time billing accounts for time spent working on opportunities

Summary Tab

Set Up Quote Authorization Rules

Sales

Setup rules for the Quote Process: Authorize a Quote

9:14

Sales Opportunity Form Key Fields

Sales

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

Sales

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...) .

2:21

Quote Sections Auto Split

Sales

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

Sales

Create, compare and print Quote revisions

4:02

Quote Item Section Duplicate vs Copy

Sales

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

Sales

Print a Sales Quote Proposal

5:39

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)

4:20

Mark Funnel Steps Complete

Sales

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

4:13

Managing Optional Flags on Quote Line Items

Sales

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

2:17

Integration with GreatAmerica

Sales

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

7:21

Create Quote Item Section

Sales

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

7:23

Create and Use Global Comments

General,

Sales

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

Accounting,

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

Sales

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

Sales

1:27

Create a Site

Sales

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

2:31

Create a Sales Opportunity

Sales

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

2:55

Create a Contact

Sales

Create and link contacts to customers, sites and other areas

3:00

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).